SYM Financial Corp’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

SYM Financial Corp’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	$125K	Buy	1,264 +51	+4%	+$4.94K	0.01%	435
2026 Q2	$124K	Sell	1,213 -271	-18%	-$25.6K	0.01%	408
2026 Q1	$117K	Sell	1,484 -93	-6%	-$7.48K	0.01%	339
2025 Q4	$115K	Sell	1,577 -170	-10%	-$12.1K	0.01%	342
2025 Q3	$118K	Hold	1,747	–	–	0.01%	336
2025 Q2	$110K	Hold	1,747	–	–	0.01%	333
2025 Q1	$96.2K	Buy	1,747 +75	+4%	+$4.21K	0.01%	290
2024 Q4	$92.7K	Hold	1,672	–	–	0.01%	263
2024 Q3	$102K	Buy	+1,672	New	+$100K	0.01%	201
2022 Q2	–	Sell	-1,718	Closed	-$100K	–	116
2022 Q1	$100K	Hold	1,718	–	–	0.04%	68
2021 Q4	$104K	Sell	1,718 -2,601	-60%	-$158K	0.04%	67
2021 Q3	$262K	Buy	4,319 +115	+3%	+$7.09K	0.15%	36
2021 Q2	$262K	Buy	4,204 +186	+5%	+$11.4K	0.15%	31
2021 Q1	$239K	Buy	+4,018	New	+$239K	0.14%	34

Other funds holding EMXC

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

SYM Financial Corp's EMXC Position: Q3 2026 in Review

SYM Financial Corp increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.2% in Q3 2026, buying an estimated $4.94K and bringing the position to 1,264 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #435.

SYM Financial Corp first reported a position in EMXC in Q1 2021 and has held it in 14 quarters since. The position peaked at $262K in Q3 2021. 608 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

SYM Financial Corp held 1,264 shares of iShares MSCI Emerging Markets ex China ETF worth $125K as of Q3 2026.
SYM Financial Corp bought 51 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $4.94K.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #435 holding.
SYM Financial Corp first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2021 and has held it in 14 quarters since.
SYM Financial Corp's iShares MSCI Emerging Markets ex China ETF position peaked at $262K in Q3 2021.
608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.