Envision Financial’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Envision Financial’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	$7.27M	Buy	73,377 +229	+0.3%	+$22.2K	3.23%	10
2026 Q2	$7.48M	Sell	73,148 -514	-0.7%	-$48.5K	3.45%	10
2026 Q1	$5.79M	Sell	73,662 -4,334	-6%	-$348K	3.12%	10
2025 Q4	$5.67M	Buy	77,996 +4,664	+6%	+$331K	3%	10
2025 Q3	$4.95M	Sell	73,332 -317	-0.4%	-$20.5K	2.84%	11
2025 Q2	$4.65M	Sell	73,649 -35	-0%	-$2.04K	3.1%	10
2025 Q1	$4.06M	Buy	73,684 +6,568	+10%	+$368K	3.06%	10
2024 Q4	$3.72M	Buy	+67,116	New	+$3.94M	2.98%	11

Other funds holding EMXC

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Envision Financial's EMXC Position: Q3 2026 in Review

Envision Financial increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.31% in Q3 2026, buying an estimated $22.2K and bringing the position to 73,377 shares worth $7.27M. The position accounts for 3.23% of the portfolio, ranked #10.

Envision Financial first reported a position in EMXC in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.48M in Q2 2026. 437 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Envision Financial held 73,377 shares of iShares MSCI Emerging Markets ex China ETF worth $7.27M as of Q3 2026.
Envision Financial bought 229 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $22.2K.
iShares MSCI Emerging Markets ex China ETF made up 3.23% of Envision Financial's portfolio in Q3 2026, its #10 holding.
Envision Financial first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and has held it in 8 quarters since.
Envision Financial's iShares MSCI Emerging Markets ex China ETF position peaked at $7.48M in Q2 2026.
437 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.