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

Fortis 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
Q1 		$8.48M Buy
107,857
+13,515
+14% +$1.09M 4.25% 5
2025
Q4 		$6.86M Sell
94,342
-1,965
-2% -$139K 3.72% 4
2025
Q3 		$6.5M Sell
96,307
-7,498
-7% -$485K 3.66% 4
2025
Q2 		$6.55M Sell
103,805
-753
-0.7% -$43.8K 4.2% 4
2025
Q1 		$5.76M Sell
104,558
-1,644
-2% -$92.2K 3.75% 4
2024
Q4 		$5.89M Buy
106,202
+2,214
+2% +$130K 3.86% 4
2024
Q3 		$6.35M Buy
103,988
+38,119
+58% +$2.29M 4.12% 4
2024
Q2 		$3.9M Buy
65,869
+28
+0% +$1.61K 2.75% 10
2024
Q1 		$3.79M Sell
65,841
-63
-0.1% -$3.5K 2.54% 12
2023
Q4 		$3.65M Buy
65,904
+246
+0.4% +$12.7K 2.6% 10
2023
Q3 		$3.27M Sell
65,658
-6,127
-9% -$318K 2.46% 12
2023
Q2 		$3.73M Buy
71,785
+464
+0.7% +$23.5K 2.67% 14
2023
Q1 		$3.52M Sell
71,321
-5,096
-7% -$252K 2.3% 15
2022
Q4 		$3.63M Sell
76,417
-18,152
-19% -$865K 2.76% 11
2022
Q3 		$4.19M Sell
94,569
-22,582
-19% -$1.1M 2.99% 11
2022
Q2 		$5.59M Buy
+117,151
New +$6.24M 3.71% 6

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortis Advisors's EMXC Position: Q1 2026 in Review

Fortis Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 14% in Q1 2026, buying an estimated $1.09M and bringing the position to 107,857 shares worth $8.48M. The position accounts for 4.25% of the portfolio, ranked #5.

Fortis Advisors first reported a position in EMXC in Q2 2022 and has held it in 16 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Fortis Advisors held 107,857 shares of iShares MSCI Emerging Markets ex China ETF worth $8.48M as of Q1 2026.
  • Fortis Advisors bought 13,515 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $1.09M.
  • iShares MSCI Emerging Markets ex China ETF made up 4.25% of Fortis Advisors's portfolio in Q1 2026, its #5 holding.
  • Fortis Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2022 and has held it in 16 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.