Legacy Edge Advisors
EMXC icon

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

Legacy Edge 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 		$14.9M Sell
150,286
-295,520
-66% -$28.6M 1.32% 25
2026
Q2 		$45.6M Sell
445,806
-51,274
-10% -$4.84M 4.19% 4
2026
Q1 		$39.1M Buy
497,080
+25,477
+5% +$2.05M 4.11% 4
2025
Q4 		$34.3M Buy
471,603
+38,704
+9% +$2.75M 3.75% 4
2025
Q3 		$29.2M Buy
432,899
+40,222
+10% +$2.6M 3.44% 5
2025
Q2 		$24.8M Buy
392,677
+65,964
+20% +$3.84M 3.31% 5
2025
Q1 		$18M Buy
326,713
+14,205
+5% +$797K 2.81% 8
2024
Q4 		$17.4M Buy
312,508
+263,662
+540% +$15.5M 2.75% 12
2024
Q3 		$2.98M Buy
48,846
+36,449
+294% +$2.19M 0.48% 35
2024
Q2 		$734K Buy
12,397
+3,349
+37% +$193K 0.14% 85
2024
Q1 		$521K Buy
9,048
+1,010
+13% +$56.2K 0.11% 91
2023
Q4 		$445K Buy
+8,038
New +$414K 0.1% 97

Other funds holding EMXC

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Legacy Edge Advisors's EMXC Position: Q3 2026 in Review

Legacy Edge Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 66% in Q3 2026, selling an estimated $28.6M and leaving 150,286 shares worth $14.9M. The position accounts for 1.32% of the portfolio, ranked #25.

Legacy Edge Advisors first reported a position in EMXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $45.6M in Q2 2026. 712 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Legacy Edge Advisors held 150,286 shares of iShares MSCI Emerging Markets ex China ETF worth $14.9M as of Q3 2026.
  • Legacy Edge Advisors sold 295,520 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $28.6M.
  • iShares MSCI Emerging Markets ex China ETF made up 1.32% of Legacy Edge Advisors's portfolio in Q3 2026, its #25 holding.
  • Legacy Edge Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 12 quarters since.
  • Legacy Edge Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $45.6M in Q2 2026.
  • 712 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.