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

LVW 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	$4.62M	Sell	46,614 -7,418	-14%	-$718K	0.39%	39
2026 Q2	$5.53M	Sell	54,032 -4,030	-7%	-$380K	0.48%	35
2026 Q1	$4.57M	Sell	58,062 -2,459	-4%	-$198K	0.44%	33
2025 Q4	$4.4M	Buy	60,521 +372	+0.6%	+$26.4K	0.45%	33
2025 Q3	$4.06M	Sell	60,149 -1,686	-3%	-$109K	0.41%	36
2025 Q2	$3.9M	Buy	61,835 +3,084	+5%	+$180K	0.43%	33
2025 Q1	$3.24M	Buy	58,751 +8,210	+16%	+$461K	0.39%	35
2024 Q4	$2.8M	Buy	50,541 +2,975	+6%	+$175K	0.34%	49
2024 Q3	$2.91M	Buy	47,566 +2,644	+6%	+$159K	0.37%	45
2024 Q2	$2.66M	Buy	+44,922	New	+$2.59M	0.39%	40

Other funds holding EMXC

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

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

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

LVW Advisors's EMXC Position: Q3 2026 in Review

LVW Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 14% in Q3 2026, selling an estimated $718K and leaving 46,614 shares worth $4.62M. The position accounts for 0.39% of the portfolio, ranked #39.

LVW Advisors first reported a position in EMXC in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.53M in Q2 2026. 507 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

LVW Advisors held 46,614 shares of iShares MSCI Emerging Markets ex China ETF worth $4.62M as of Q3 2026.
LVW Advisors sold 7,418 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $718K.
iShares MSCI Emerging Markets ex China ETF made up 0.39% of LVW Advisors's portfolio in Q3 2026, its #39 holding.
LVW Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 10 quarters since.
LVW Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $5.53M in Q2 2026.
507 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.