Dynamic Wealth Strategies
EMXC icon

Dynamic Wealth Strategies’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Dynamic Wealth Strategies’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 		$6.45M Buy
65,053
+6,715
+12% +$650K 3.43% 8
2026
Q2 		$5.97M Sell
58,338
-1,268
-2% -$120K 3.18% 11
2026
Q1 		$4.69M Buy
59,606
+2,045
+4% +$164K 2.71% 11
2025
Q4 		$4.18M Buy
57,561
+13,551
+31% +$961K 2.49% 11
2025
Q3 		$2.97M Buy
44,010
+2,187
+5% +$141K 1.99% 15
2025
Q2 		$2.64M Sell
41,823
-17,954
-30% -$1.05M 1.9% 15
2025
Q1 		$3.29M Sell
59,777
-15
-0% -$842 2.74% 11
2024
Q4 		$3.32M Buy
59,792
+1,550
+3% +$91K 2.95% 10
2024
Q3 		$3.56M Buy
58,242
+410
+0.7% +$24.6K 2.9% 10
2024
Q2 		$3.42M Sell
57,832
-382
-0.7% -$22K 2.94% 10
2024
Q1 		$3.35M Buy
+58,214
New +$3.24M 2.86% 10

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
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
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Dynamic Wealth Strategies's EMXC Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 12% in Q3 2026, buying an estimated $650K and bringing the position to 65,053 shares worth $6.45M. The position accounts for 3.43% of the portfolio, ranked #8.

Dynamic Wealth Strategies first reported a position in EMXC in Q1 2024 and has held it in 11 quarters since. 352 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Dynamic Wealth Strategies held 65,053 shares of iShares MSCI Emerging Markets ex China ETF worth $6.45M as of Q3 2026.
  • Dynamic Wealth Strategies bought 6,715 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $650K.
  • iShares MSCI Emerging Markets ex China ETF made up 3.43% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #8 holding.
  • Dynamic Wealth Strategies first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 11 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.