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 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

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

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envision Financial's EMXC Position: Q2 2026 in Review

Envision Financial reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.7% in Q2 2026, selling an estimated $48.5K and leaving 73,148 shares worth $7.48M. The position accounts for 3.45% of the portfolio, ranked #10.

Envision Financial first reported a position in EMXC in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Envision Financial held 73,148 shares of iShares MSCI Emerging Markets ex China ETF worth $7.48M as of Q2 2026.
Envision Financial sold 514 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $48.5K.
iShares MSCI Emerging Markets ex China ETF made up 3.45% of Envision Financial's portfolio in Q2 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 7 quarters since.
181 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.