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

LWM 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	$321K	Sell	3,141 -447	-12%	-$42.2K	0.24%	27
2026 Q1	$282K	Hold	3,588	–	–	0.24%	29
2025 Q4	$261K	Hold	3,588	–	–	0.23%	29
2025 Q3	$242K	Hold	3,588	–	–	0.22%	28
2025 Q2	$227K	Hold	3,588	–	–	0.22%	29
2025 Q1	$208K	Buy	+3,588	New	+$201K	0.21%	28

Other funds holding EMXC

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MAMA

Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 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

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

LWM Advisors's EMXC Position: Q2 2026 in Review

LWM Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 12% in Q2 2026, selling an estimated $42.2K and leaving 3,141 shares worth $321K. The position accounts for 0.24% of the portfolio, ranked #27.

LWM Advisors first reported a position in EMXC in Q1 2025 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

LWM Advisors held 3,141 shares of iShares MSCI Emerging Markets ex China ETF worth $321K as of Q2 2026.
LWM Advisors sold 447 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $42.2K.
iShares MSCI Emerging Markets ex China ETF made up 0.24% of LWM Advisors's portfolio in Q2 2026, its #27 holding.
LWM Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2025 and has held it in 6 quarters since.
208 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.