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

Octavia Wealth 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	$487K	Sell	4,765 -326	-6%	-$30.8K	0.04%	124
2026 Q1	$400K	Hold	5,091	–	–	0.04%	148
2025 Q4	$370K	Hold	5,091	–	–	0.04%	164
2025 Q3	$344K	Buy	5,091 +1,729	+51%	+$112K	0.03%	176
2025 Q2	$212K	Sell	3,362 -1,621	-33%	-$94.4K	0.02%	213
2025 Q1	$275K	Sell	4,983 -160	-3%	-$8.98K	0.03%	178
2024 Q4	$285K	Buy	+5,143	New	+$302K	0.03%	173

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

Octavia Wealth Advisors's EMXC Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 6.4% in Q2 2026, selling an estimated $30.8K and leaving 4,765 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #124.

Octavia Wealth Advisors first reported a position in EMXC in Q4 2024 and has held it in 7 quarters since. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Octavia Wealth Advisors held 4,765 shares of iShares MSCI Emerging Markets ex China ETF worth $487K as of Q2 2026.
Octavia Wealth Advisors sold 326 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $30.8K.
iShares MSCI Emerging Markets ex China ETF made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #124 holding.
Octavia Wealth Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and has held it in 7 quarters since.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.