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

Heartwood 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
Q2 		$739K Buy
7,228
+102
+1% +$9.63K 0.06% 118
2026
Q1 		$561K Sell
7,126
-1,015
-12% -$81.6K 0.05% 127
2025
Q4 		$592K Buy
8,141
+479
+6% +$34K 0.05% 109
2025
Q3 		$517K Buy
7,662
+410
+6% +$26.5K 0.05% 114
2025
Q2 		$458K Buy
7,252
+505
+7% +$29.4K 0.05% 114
2025
Q1 		$372K Buy
6,747
+351
+5% +$19.7K 0.04% 118
2024
Q4 		$355K Hold
6,396
– – 0.04% 118
2024
Q3 		$391K Buy
6,396
+561
+10% +$33.7K 0.04% 110
2024
Q2 		$345K Hold
5,835
– – 0.04% 121
2024
Q1 		$336K Sell
5,835
-2,133
-27% -$119K 0.04% 109
2023
Q4 		$442K Sell
7,968
-149
-2% -$7.68K 0.06% 87
2023
Q3 		$404K Buy
8,117
+52
+0.6% +$2.7K 0.06% 90
2023
Q2 		$419K Hold
8,065
– – 0.06% 89
2023
Q1 		$398K Buy
8,065
+374
+5% +$18.5K 0.06% 87
2022
Q4 		$365K Buy
7,691
+756
+11% +$36K 0.06% 91
2022
Q3 		$307K Sell
6,935
-1,335
-16% -$64.9K 0.05% 91
2022
Q2 		$395K Hold
8,270
– – 0.07% 81
2022
Q1 		$481K Buy
8,270
+4,155
+101% +$246K 0.07% 75
2021
Q4 		$249K Hold
4,115
– – 0.04% 92
2021
Q3 		$250K Hold
4,115
– – 0.04% 88
2021
Q2 		$257K Buy
4,115
+205
+5% +$12.6K 0.04% 85
2021
Q1 		$232K Buy
+3,910
New +$232K 0.04% 77

Other funds holding EMXC

EB
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
ST
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

Heartwood Wealth Advisors's EMXC Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.4% in Q2 2026, buying an estimated $9.63K and bringing the position to 7,228 shares worth $739K. The position accounts for 0.06% of the portfolio, ranked #118.

Heartwood Wealth Advisors first reported a position in EMXC in Q1 2021 and has held it in 22 quarters since. 181 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Heartwood Wealth Advisors held 7,228 shares of iShares MSCI Emerging Markets ex China ETF worth $739K as of Q2 2026.
  • Heartwood Wealth Advisors bought 102 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $9.63K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.06% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Heartwood Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2021 and has held it in 22 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.