Denver PWM
EMXC icon

Denver PWM’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Denver PWM’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 		$4.12M Buy
41,612
+807
+2% +$78.1K 1.37% 19
2026
Q2 		$3.97M Sell
40,805
-1,606
-4% -$152K 1.3% 19
2026
Q1 		$4.16M Sell
42,411
-12,226
-22% -$983K 1.43% 19
2025
Q4 		$3.45M Hold
54,637
– – 1.15% 19
2025
Q3 		$3.45M Hold
54,637
– – 1.08% 20
2025
Q2 		$3.45M Buy
54,637
+1,108
+2% +$64.5K 1.08% 20
2025
Q1 		$2.95M Buy
53,529
+6,204
+13% +$348K 1.06% 20
2024
Q4 		$2.62M Buy
+47,325
New +$2.78M 1.02% 20
2024
Q3 		– Sell
-7
Closed -$415 – 180
2024
Q2 		$415 Buy
+7
New +$403 ﹤0.01% 232

Other funds holding EMXC

Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Denver PWM's EMXC Position: Q3 2026 in Review

Denver PWM increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2% in Q3 2026, buying an estimated $78.1K and bringing the position to 41,612 shares worth $4.12M. The position accounts for 1.37% of the portfolio, ranked #19.

Denver PWM first reported a position in EMXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.16M in Q1 2026. 396 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Denver PWM held 41,612 shares of iShares MSCI Emerging Markets ex China ETF worth $4.12M as of Q3 2026.
  • Denver PWM bought 807 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $78.1K.
  • iShares MSCI Emerging Markets ex China ETF made up 1.37% of Denver PWM's portfolio in Q3 2026, its #19 holding.
  • Denver PWM first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 9 quarters since.
  • Denver PWM's iShares MSCI Emerging Markets ex China ETF position peaked at $4.16M in Q1 2026.
  • 396 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Denver PWM's 13F filing for Q3 2026, filed 22 Oct 2026.