SIM
EMXC icon

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

Strategic 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 		– Sell
-27,830
Closed -$2.19M – 17
2026
Q1 		$2.19M Buy
+27,830
New +$2.24M 0.91% 11
2025
Q4 		– Sell
-5,600
Closed -$378K – 14
2025
Q3 		$378K Hold
5,600
– – 0.2% 12
2025
Q2 		$354K Sell
5,600
-303,590
-98% -$17.7M 0.19% 11
2025
Q1 		$17M Sell
309,190
-16,720
-5% -$938K 6.84% 7
2024
Q4 		$18.1M Sell
325,910
-7,460
-2% -$438K 6.23% 7
2024
Q3 		$20.4M Buy
333,370
+8,980
+3% +$539K 21.37% 1
2024
Q2 		$19.3M Hold
324,390
– – 20.68% 2
2024
Q1 		$18.3M Sell
324,390
-24,480
-7% -$1.36M 14.06% 3
2023
Q4 		$18.7M Sell
348,870
-10,090
-3% -$520K 13.35% 3
2023
Q3 		$17.2M Buy
358,960
+35,790
+11% +$1.86M 21.04% 1
2023
Q2 		$17.2M Buy
+323,170
New +$16.4M 18.81% 2

Other funds holding EMXC

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Strategic Investment Management's EMXC Position: Q2 2026 in Review

Strategic Investment Management sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2026, closing a stake of 27,830 shares — an estimated $2.19M sold.

Strategic Investment Management first reported a position in EMXC in Q2 2023 and held it in 11 quarters. The position peaked at $20.4M in Q3 2024. 440 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Strategic Investment Management reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Investment Management sold 27,830 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $2.19M.
  • Strategic Investment Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and held it in 11 quarters.
  • Strategic Investment Management's iShares MSCI Emerging Markets ex China ETF position peaked at $20.4M in Q3 2024.
  • 440 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Strategic Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.