FORM Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

FORM Wealth Advisors’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	$3.74M	Sell	37,732 -2,577	-6%	-$249K	0.42%	14
2026 Q2	$4.12M	Sell	40,309 -119,069	-75%	-$11.2M	0.45%	14
2026 Q1	$12.5M	Sell	159,378 -224,801	-59%	-$18.1M	1.47%	13
2025 Q4	$27.9M	Buy	+384,179	New	+$27.2M	3.27%	9
2025 Q2	$25.9M	Buy	410,170 +5,878	+1%	+$342K	3.13%	9
2025 Q1	$22.3M	Buy	+404,292	New	+$22.7M	3.03%	9

Other funds holding EMXC

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

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

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

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

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

FORM Wealth Advisors's EMXC Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 6.4% in Q3 2026, selling an estimated $249K and leaving 37,732 shares worth $3.74M. The position accounts for 0.42% of the portfolio, ranked #14.

FORM Wealth Advisors first reported a position in EMXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.9M in Q4 2025. 283 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

FORM Wealth Advisors held 37,732 shares of iShares MSCI Emerging Markets ex China ETF worth $3.74M as of Q3 2026.
FORM Wealth Advisors sold 2,577 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $249K.
iShares MSCI Emerging Markets ex China ETF made up 0.42% of FORM Wealth Advisors's portfolio in Q3 2026, its #14 holding.
FORM Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $27.9M in Q4 2025.
283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.