Dynamic Advisor Solutions
EMXC icon

Dynamic Advisor Solutions’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Dynamic Advisor Solutions’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 		$1.5M Sell
15,154
-1,662
-10% -$161K 0.04% 370
2026
Q2 		$1.72M Buy
16,816
+2,094
+14% +$198K 0.05% 366
2026
Q1 		$1.16M Buy
14,722
+702
+5% +$56.4K 0.04% 429
2025
Q4 		$1.02M Sell
14,020
-3,459
-20% -$245K 0.03% 455
2025
Q3 		$1.18M Buy
17,479
+68
+0.4% +$4.4K 0.03% 428
2025
Q2 		$1.1M Buy
17,411
+8,118
+87% +$473K 0.03% 432
2025
Q1 		$512K Sell
9,293
-73,200
-89% -$4.11M 0.02% 576
2024
Q4 		$4.57M Buy
82,493
+2,790
+4% +$164K 0.2% 124
2024
Q3 		$4.87M Sell
79,703
-17,384
-18% -$1.04M 0.15% 172
2024
Q2 		$5.75M Buy
97,087
+2,353
+2% +$136K 0.18% 141
2024
Q1 		$5.45M Buy
94,734
+10,738
+13% +$597K 0.18% 147
2023
Q4 		$4.58M Buy
83,996
+1,914
+2% +$98.6K 0.17% 168
2023
Q3 		$4.09M Buy
82,082
+66,853
+439% +$3.47M 0.19% 149
2023
Q2 		$792K Buy
+15,229
New +$772K 0.04% 393

Other funds holding EMXC

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
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
TRIA
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Dynamic Advisor Solutions's EMXC Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 9.9% in Q3 2026, selling an estimated $161K and leaving 15,154 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #370.

Dynamic Advisor Solutions first reported a position in EMXC in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.75M in Q2 2024. 207 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Dynamic Advisor Solutions held 15,154 shares of iShares MSCI Emerging Markets ex China ETF worth $1.5M as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,662 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $161K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #370 holding.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 14 quarters since.
  • Dynamic Advisor Solutions's iShares MSCI Emerging Markets ex China ETF position peaked at $5.75M in Q2 2024.
  • 207 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.