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Shelton Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Shelton Wealth Management’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 		$4.38M Sell
42,818
-3,604
-8% -$340K 1.72% 10
2026
Q1 		$3.65M Sell
46,422
-6,847
-13% -$551K 1.6% 13
2025
Q4 		$3.87M Sell
53,269
-1,788
-3% -$127K 1.66% 14
2025
Q3 		$3.72M Sell
55,057
-1,821
-3% -$118K 1.68% 14
2025
Q2 		$3.59M Buy
56,878
+910
+2% +$53K 1.73% 14
2025
Q1 		$3.08M Buy
55,968
+794
+1% +$44.5K 1.68% 14
2024
Q4 		$3.06M Sell
55,174
-7,653
-12% -$449K 1.58% 14
2024
Q3 		$3.84M Sell
62,827
-6,273
-9% -$377K 2.09% 14
2024
Q2 		$4.09M Sell
69,100
-8,993
-12% -$518K 2.32% 14
2024
Q1 		$4.5M Sell
78,093
-7,594
-9% -$422K 2.83% 9
2023
Q4 		$4.75M Sell
85,687
-23,785
-22% -$1.23M 3.37% 8
2023
Q3 		$5.46M Buy
109,472
+11,224
+11% +$582K 4.36% 9
2023
Q2 		$5.11M Buy
98,248
+7,470
+8% +$379K 3.96% 9
2023
Q1 		$4.48M Buy
90,778
+67,292
+287% +$3.32M 3.63% 12
2022
Q4 		$1.11M Sell
23,486
-46,732
-67% -$2.23M 0.88% 25
2022
Q3 		$3.11M Buy
70,218
+87
+0.1% +$4.23K 2.77% 11
2022
Q2 		$3.35M Buy
70,131
+6,129
+10% +$326K 2.85% 11
2022
Q1 		$3.72M Buy
64,002
+9,905
+18% +$587K 2.94% 10
2021
Q4 		$3.28M Buy
+54,097
New +$3.29M 2.58% 12

Other funds holding EMXC

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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
ST
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Shelton Wealth Management's EMXC Position: Q2 2026 in Review

Shelton Wealth Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 7.8% in Q2 2026, selling an estimated $340K and leaving 42,818 shares worth $4.38M. The position accounts for 1.72% of the portfolio, ranked #10.

Shelton Wealth Management first reported a position in EMXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.46M in Q3 2023. 181 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Shelton Wealth Management held 42,818 shares of iShares MSCI Emerging Markets ex China ETF worth $4.38M as of Q2 2026.
  • Shelton Wealth Management sold 3,604 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $340K.
  • iShares MSCI Emerging Markets ex China ETF made up 1.72% of Shelton Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Shelton Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $5.46M in Q3 2023.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.