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Stone House Investment Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Stone House Investment 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 		$146K Sell
1,424
-1,177
-45% -$111K 0.02% 116
2026
Q1 		$205K Sell
2,601
-648
-20% -$52.1K 0.04% 75
2025
Q4 		$236K Sell
3,249
-2,072
-39% -$147K 0.04% 64
2025
Q3 		$359K Sell
5,321
-7,572
-59% -$489K 0.06% 54
2025
Q2 		$814K Sell
12,893
-163,037
-93% -$9.49M 0.15% 35
2025
Q1 		$9.69M Sell
175,930
-1,685
-0.9% -$94.5K 1.96% 15
2024
Q4 		$9.85M Sell
177,615
-14,733
-8% -$865K 2.5% 13
2024
Q3 		$11.8M Buy
192,348
+45,206
+31% +$2.71M 2.43% 13
2024
Q2 		$8.71M Buy
147,142
+14,251
+11% +$821K 2.26% 13
2024
Q1 		$7.65M Buy
132,891
+84,048
+172% +$4.68M 1.8% 15
2023
Q4 		$2.71M Buy
48,843
+45,029
+1,181% +$2.32M 0.93% 19
2023
Q3 		$190K Sell
3,814
-760
-17% -$39.4K 0.07% 40
2023
Q2 		$238K Buy
4,574
+185
+4% +$9.38K 0.09% 31
2023
Q1 		$217K Buy
+4,389
New +$217K 0.07% 35

Other funds holding EMXC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Stone House Investment Management's EMXC Position: Q2 2026 in Review

Stone House Investment Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 45% in Q2 2026, selling an estimated $111K and leaving 1,424 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #116.

Stone House Investment Management first reported a position in EMXC in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.8M in Q3 2024. 633 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Stone House Investment Management held 1,424 shares of iShares MSCI Emerging Markets ex China ETF worth $146K as of Q2 2026.
  • Stone House Investment Management sold 1,177 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $111K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.02% of Stone House Investment Management's portfolio in Q2 2026, its #116 holding.
  • Stone House Investment Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and has held it in 14 quarters since.
  • Stone House Investment Management's iShares MSCI Emerging Markets ex China ETF position peaked at $11.8M in Q3 2024.
  • 633 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.