Mount Yale Investment Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Mount Yale Investment 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	$37.7M	Buy	368,846 +32,138	+10%	+$3.03M	0.7%	27
2026 Q1	$26.5M	Buy	336,708 +193,264	+135%	+$15.5M	0.61%	32
2025 Q4	$10.4M	Sell	143,444 -63,059	-31%	-$4.47M	0.5%	41
2025 Q3	$13.9M	Buy	206,503 +26,197	+15%	+$1.69M	0.97%	19
2025 Q2	$11.4M	Sell	180,306 -12,347	-6%	-$719K	0.89%	19
2025 Q1	$10.6M	Buy	192,653 +2,096	+1%	+$118K	0.91%	16
2024 Q4	$10.6M	Buy	190,557 +8,928	+5%	+$524K	0.85%	15
2024 Q3	$11.1M	Buy	181,629 +147,491	+432%	+$8.86M	1.07%	8
2024 Q2	$2.02M	Buy	34,138 +230	+0.7%	+$13.2K	0.16%	122
2024 Q1	$1.95M	Buy	33,908 +15,745	+87%	+$876K	0.15%	137
2023 Q4	$1.01M	Buy	+18,163	New	+$936K	0.1%	203

Other funds holding EMXC

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Mount Yale Investment Advisors's EMXC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 9.5% in Q2 2026, buying an estimated $3.03M and bringing the position to 368,846 shares worth $37.7M. The position accounts for 0.7% of the portfolio, ranked #27.

Mount Yale Investment Advisors first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. 1,025 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Mount Yale Investment Advisors held 368,846 shares of iShares MSCI Emerging Markets ex China ETF worth $37.7M as of Q2 2026.
Mount Yale Investment Advisors bought 32,138 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $3.03M.
iShares MSCI Emerging Markets ex China ETF made up 0.7% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #27 holding.
Mount Yale Investment Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
1,025 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.