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 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cypress Wealth Services's EMXC Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.5% in Q2 2026, selling an estimated $31K and leaving 7,035 shares worth $720K. The position accounts for 0.09% of the portfolio, ranked #174.

Cypress Wealth Services first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.05M in Q3 2024. 276 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Cypress Wealth Services held 7,035 shares of iShares MSCI Emerging Markets ex China ETF worth $720K as of Q2 2026.
Cypress Wealth Services sold 329 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $31K.
iShares MSCI Emerging Markets ex China ETF made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #174 holding.
Cypress Wealth Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
Cypress Wealth Services's iShares MSCI Emerging Markets ex China ETF position peaked at $3.05M in Q3 2024.
276 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.