Independent Financial Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Independent Financial Group’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	$5.3M	Sell	53,468 -2,666	-5%	-$258K	0.1%	201
2026 Q2	$5.74M	Buy	56,134 +19,764	+54%	+$1.86M	0.11%	189
2026 Q1	$2.86M	Buy	36,370 +10,144	+39%	+$816K	0.06%	315
2025 Q4	$1.91M	Buy	26,226 +12,001	+84%	+$851K	0.04%	404
2025 Q3	$960K	Buy	+14,225	New	+$919K	0.02%	610
2025 Q2	–	Sell	-4,695	Closed	-$259K	–	1316
2025 Q1	$259K	Buy	4,695 +406	+9%	+$22.8K	0.01%	995
2024 Q4	$238K	Buy	4,289 +64	+2%	+$3.76K	0.01%	1006
2024 Q3	$258K	Buy	+4,225	New	+$254K	0.01%	933

Other funds holding EMXC

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

FFA

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

SAS

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

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Independent Financial Group's EMXC Position: Q3 2026 in Review

Independent Financial Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.7% in Q3 2026, selling an estimated $258K and leaving 53,468 shares worth $5.3M. The position accounts for 0.1% of the portfolio, ranked #201.

Independent Financial Group first reported a position in EMXC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.74M in Q2 2026. 93 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Independent Financial Group held 53,468 shares of iShares MSCI Emerging Markets ex China ETF worth $5.3M as of Q3 2026.
Independent Financial Group sold 2,666 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $258K.
iShares MSCI Emerging Markets ex China ETF made up 0.1% of Independent Financial Group's portfolio in Q3 2026, its #201 holding.
Independent Financial Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's iShares MSCI Emerging Markets ex China ETF position peaked at $5.74M in Q2 2026.
93 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.