FFWA
EMXC icon

Forthright Family Wealth Advisory’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Forthright Family Wealth Advisory’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 		$9.77M Buy
95,513
+73,988
+344% +$6.98M 5.53% 8
2026
Q1 		$1.24M Sell
21,525
-79,829
-79% -$6.42M 0.83% 28
2025
Q4 		$7.37M Buy
101,354
+2,926
+3% +$208K 4.63% 9
2025
Q3 		$6.64M Buy
98,428
+31,089
+46% +$2.01M 4.08% 9
2025
Q2 		$4.25M Sell
67,339
-5,840
-8% -$340K 2.69% 12
2025
Q1 		$4.03M Buy
73,179
+1,402
+2% +$78.7K 2.66% 11
2024
Q4 		$3.98M Buy
71,777
+26,167
+57% +$1.54M 2.59% 12
2024
Q3 		$2.67M Buy
45,610
+22,180
+95% +$1.33M 1.71% 16
2024
Q2 		$1.39M Buy
23,430
+1,905
+9% +$110K 0.89% 26
2024
Q1 		$1.24M Buy
21,525
+1,216
+6% +$67.6K 0.83% 28
2023
Q4 		$1.13M Buy
+20,309
New +$1.05M 0.88% 25

Other funds holding EMXC

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Forthright Family Wealth Advisory's EMXC Position: Q2 2026 in Review

Forthright Family Wealth Advisory increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 344% in Q2 2026, buying an estimated $6.98M and bringing the position to 95,513 shares worth $9.77M. The position accounts for 5.53% of the portfolio, ranked #8.

Forthright Family Wealth Advisory first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. 291 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Forthright Family Wealth Advisory held 95,513 shares of iShares MSCI Emerging Markets ex China ETF worth $9.77M as of Q2 2026.
  • Forthright Family Wealth Advisory bought 73,988 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $6.98M.
  • iShares MSCI Emerging Markets ex China ETF made up 5.53% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #8 holding.
  • Forthright Family Wealth Advisory first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.