Steph & Co’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Steph & Co’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 Q3	$1.44M	Buy	14,509 +446	+3%	+$43.2K	0.37%	30
2026 Q2	$1.44M	Sell	14,063 -424	-3%	-$40K	0.36%	29
2026 Q1	$1.14M	Buy	14,487 +2,403	+20%	+$193K	0.33%	31
2025 Q4	$878K	Sell	12,084 -650	-5%	-$46.1K	0.25%	33
2025 Q3	$860K	Buy	12,734 +77	+0.6%	+$4.98K	0.26%	33
2025 Q2	$799K	Buy	12,657 +10,925	+631%	+$636K	0.26%	37
2025 Q1	$95.4K	Buy	+1,732	New	+$97.2K	0.03%	151

Other funds holding EMXC

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

TRIA

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Steph & Co's EMXC Position: Q3 2026 in Review

Steph & Co increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 3.2% in Q3 2026, buying an estimated $43.2K and bringing the position to 14,509 shares worth $1.44M. The position accounts for 0.37% of the portfolio, ranked #30.

Steph & Co first reported a position in EMXC in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.44M in Q2 2026. 207 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Steph & Co held 14,509 shares of iShares MSCI Emerging Markets ex China ETF worth $1.44M as of Q3 2026.
Steph & Co bought 446 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $43.2K.
iShares MSCI Emerging Markets ex China ETF made up 0.37% of Steph & Co's portfolio in Q3 2026, its #30 holding.
Steph & Co first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2025 and has held it in 7 quarters since.
Steph & Co's iShares MSCI Emerging Markets ex China ETF position peaked at $1.44M in Q2 2026.
207 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.