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

Naples Global 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	$4.9M	Buy	47,927 +515	+1%	+$48.6K	0.3%	85
2026 Q1	$3.73M	Buy	47,412 +1,598	+3%	+$128K	0.27%	99
2025 Q4	$3.33M	Buy	45,814 +3,243	+8%	+$230K	0.25%	103
2025 Q3	$2.87M	Buy	42,571 +2,068	+5%	+$134K	0.22%	110
2025 Q2	$2.56M	Buy	40,503 +4,830	+14%	+$281K	0.22%	118
2025 Q1	$1.97M	Buy	35,673 +6,669	+23%	+$374K	0.19%	146
2024 Q4	$1.61M	Buy	29,004 +6,380	+28%	+$375K	0.15%	170
2024 Q3	$1.38M	Buy	22,624 +1,948	+9%	+$117K	0.13%	186
2024 Q2	$1.22M	Buy	20,676 +7,695	+59%	+$443K	0.12%	191
2024 Q1	$747K	Buy	12,981 +8,699	+203%	+$484K	0.08%	247
2023 Q4	$237K	Buy	+4,282	New	+$221K	0.03%	369

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

Naples Global Advisors's EMXC Position: Q2 2026 in Review

Naples Global Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 1.1% in Q2 2026, buying an estimated $48.6K and bringing the position to 47,927 shares worth $4.9M. The position accounts for 0.3% of the portfolio, ranked #85.

Naples Global Advisors first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Naples Global Advisors held 47,927 shares of iShares MSCI Emerging Markets ex China ETF worth $4.9M as of Q2 2026.
Naples Global Advisors bought 515 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $48.6K.
iShares MSCI Emerging Markets ex China ETF made up 0.3% of Naples Global Advisors's portfolio in Q2 2026, its #85 holding.
Naples Global Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.