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 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 $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's EMXC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 135% in Q1 2026, buying an estimated $15.5M and bringing the position to 336,708 shares worth $26.5M. The position accounts for 0.61% of the portfolio, ranked #32.

Mount Yale Investment Advisors first reported a position in EMXC in Q4 2023 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Mount Yale Investment Advisors held 336,708 shares of iShares MSCI Emerging Markets ex China ETF worth $26.5M as of Q1 2026.
Mount Yale Investment Advisors bought 193,264 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $15.5M.
iShares MSCI Emerging Markets ex China ETF made up 0.61% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #32 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 10 quarters since.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.