Gradient Capital Advisors
EMXC icon

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

Gradient Capital 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 		$4.12M Buy
41,570
+1,065
+3% +$103K 0.95% 33
2026
Q2 		$4.14M Buy
40,505
+2,652
+7% +$250K 0.96% 33
2026
Q1 		$2.98M Buy
+37,853
New +$3.04M 0.77% 40

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Farther Finance Advisors
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TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Heck Capital Advisors
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SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

Gradient Capital Advisors's EMXC Position: Q3 2026 in Review

Gradient Capital Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2.6% in Q3 2026, buying an estimated $103K and bringing the position to 41,570 shares worth $4.12M. The position accounts for 0.95% of the portfolio, ranked #33.

Gradient Capital Advisors first reported a position in EMXC in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.14M in Q2 2026. 283 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Gradient Capital Advisors held 41,570 shares of iShares MSCI Emerging Markets ex China ETF worth $4.12M as of Q3 2026.
  • Gradient Capital Advisors bought 1,065 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $103K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.95% of Gradient Capital Advisors's portfolio in Q3 2026, its #33 holding.
  • Gradient Capital Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2026 and has held it in 3 quarters since.
  • Gradient Capital Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $4.14M in Q2 2026.
  • 283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.