Cypress Wealth Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Cypress Wealth Services’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 Q3	$704K	Sell	7,008 -27	-0.4%	-$2.61K	0.08%	188
2026 Q2	$720K	Sell	7,035 -329	-4%	-$31K	0.09%	174
2026 Q1	$579K	Sell	7,364 -980	-12%	-$78.8K	0.08%	198
2025 Q4	$606K	Sell	8,344 -2,141	-20%	-$152K	0.08%	187
2025 Q3	$708K	Sell	10,485 -2,509	-19%	-$162K	0.12%	134
2025 Q2	$820K	Sell	12,994 -37,431	-74%	-$2.18M	0.15%	119
2025 Q1	$2.78M	Sell	50,425 -4,144	-8%	-$232K	0.56%	39
2024 Q4	$3.03M	Buy	54,569 +4,680	+9%	+$275K	0.61%	38
2024 Q3	$3.05M	Buy	49,889 +6,736	+16%	+$404K	0.63%	35
2024 Q2	$2.55M	Buy	43,153 +3,184	+8%	+$183K	0.57%	40
2024 Q1	$2.3M	Buy	39,969 +15,213	+61%	+$846K	0.54%	44
2023 Q4	$1.37M	Buy	+24,756	New	+$1.28M	0.34%	59

Other funds holding EMXC

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cypress Wealth Services's EMXC Position: Q3 2026 in Review

Cypress Wealth Services reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.38% in Q3 2026, selling an estimated $2.61K and leaving 7,008 shares worth $704K. The position accounts for 0.08% of the portfolio, ranked #188.

Cypress Wealth Services first reported a position in EMXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.05M in Q3 2024. 661 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Cypress Wealth Services held 7,008 shares of iShares MSCI Emerging Markets ex China ETF worth $704K as of Q3 2026.
Cypress Wealth Services sold 27 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $2.61K.
iShares MSCI Emerging Markets ex China ETF made up 0.08% of Cypress Wealth Services's portfolio in Q3 2026, its #188 holding.
Cypress Wealth Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 12 quarters since.
Cypress Wealth Services's iShares MSCI Emerging Markets ex China ETF position peaked at $3.05M in Q3 2024.
661 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.