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Concurrent Investment Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Concurrent Investment Advisors’s Portfolio EMXC Stock Details EMXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.08M Buy
79,031
+1,169
+2% +$110K 0.07% 313
2026
Q1 		$6.12M Buy
77,862
+2,267
+3% +$182K 0.07% 311
2025
Q4 		$5.49M Buy
75,595
+65,384
+640% +$4.64M 0.06% 308
2025
Q3 		$689K Buy
10,211
+1,887
+23% +$122K 0.01% 785
2025
Q2 		$526K Sell
8,324
-3,593
-30% -$209K 0.01% 831
2025
Q1 		$657K Buy
11,917
+26
+0.2% +$1.46K 0.02% 664
2024
Q4 		$659K Sell
11,891
-45,797
-79% -$2.69M 0.02% 598
2024
Q3 		$3.53M Buy
57,688
+4,436
+8% +$266K 0.1% 207
2024
Q2 		$3.15M Buy
53,252
+1,810
+4% +$104K 0.1% 204
2024
Q1 		$2.96M Buy
51,442
+314
+0.6% +$17.5K 0.12% 177
2023
Q4 		$2.83M Buy
+51,128
New +$2.63M 0.13% 166

Other funds holding EMXC

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Concurrent Investment Advisors's EMXC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.5% in Q2 2026, buying an estimated $110K and bringing the position to 79,031 shares worth $8.08M. The position accounts for 0.07% of the portfolio, ranked #313.

Concurrent Investment Advisors first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. 444 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Concurrent Investment Advisors held 79,031 shares of iShares MSCI Emerging Markets ex China ETF worth $8.08M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,169 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $110K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #313 holding.
  • Concurrent Investment Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
  • 444 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.