Valeo Financial Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Valeo Financial Advisors’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	$8.54M	Buy	86,168 +5,831	+7%	+$564K	0.18%	60
2026 Q2	$8.22M	Sell	80,337 -2,993	-4%	-$282K	0.17%	61
2026 Q1	$6.55M	Sell	83,330 -2,888	-3%	-$232K	0.16%	71
2025 Q4	$6.27M	Sell	86,218 -981	-1%	-$69.6K	0.14%	83
2025 Q3	$5.89M	Sell	87,199 -6,372	-7%	-$412K	0.13%	83
2025 Q2	$5.91M	Sell	93,571 -8,097	-8%	-$471K	0.15%	77
2025 Q1	$5.6M	Sell	101,668 -7,895	-7%	-$443K	0.16%	68
2024 Q4	$6.08M	Sell	109,563 -4,803	-4%	-$282K	0.17%	64
2024 Q3	$6.99M	Sell	114,366 -17,214	-13%	-$1.03M	0.2%	60
2024 Q2	$7.79M	Sell	131,580 -17,386	-12%	-$1M	0.24%	49
2024 Q1	$8.34M	Buy	148,966 +9,623	+7%	+$535K	0.3%	44
2023 Q4	$7.72M	Buy	139,343 +13,250	+11%	+$683K	0.31%	42
2023 Q3	$6.28M	Buy	126,093 +48,148	+62%	+$2.5M	0.29%	50
2023 Q2	$4.05M	Buy	77,945 +21,011	+37%	+$1.06M	0.19%	74
2023 Q1	$2.81M	Sell	56,934 -4,872	-8%	-$241K	0.14%	96
2022 Q4	$2.93M	Buy	61,806 +3,818	+7%	+$182K	0.16%	82
2022 Q3	$2.57M	Sell	57,988 -1,975	-3%	-$96.1K	0.16%	84
2022 Q2	$2.86M	Sell	59,963 -1,517	-2%	-$80.8K	0.18%	79
2022 Q1	$3.58M	Sell	61,480 -1,348	-2%	-$79.9K	0.18%	79
2021 Q4	$3.81M	Buy	62,828 +3,105	+5%	+$189K	0.21%	69
2021 Q3	$3.62M	Buy	59,723 +56,308	+1,649%	+$3.47M	0.21%	72
2021 Q2	$213K	Hold	3,415	–	–	0.01%	433
2021 Q1	$203K	Buy	3,415 +238	+7%	+$14.1K	0.01%	438
2020 Q4	$181K	Buy	3,177 +1,885	+146%	+$96.6K	0.01%	435
2020 Q3	$60K	Buy	1,292 +402	+45%	+$18.6K	0.01%	605
2020 Q2	$38K	Buy	+890	New	+$35.5K	﹤0.01%	824

Other funds holding EMXC

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

AWE

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

FFA

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

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

SBA

Seven Bridges Advisors New York $221M AUM

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Valeo Financial Advisors's EMXC Position: Q3 2026 in Review

Valeo Financial Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 7.3% in Q3 2026, buying an estimated $564K and bringing the position to 86,168 shares worth $8.54M. The position accounts for 0.18% of the portfolio, ranked #60.

Valeo Financial Advisors first reported a position in EMXC in Q2 2020 and has held it in 26 quarters since. 49 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Valeo Financial Advisors held 86,168 shares of iShares MSCI Emerging Markets ex China ETF worth $8.54M as of Q3 2026.
Valeo Financial Advisors bought 5,831 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $564K.
iShares MSCI Emerging Markets ex China ETF made up 0.18% of Valeo Financial Advisors's portfolio in Q3 2026, its #60 holding.
Valeo Financial Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2020 and has held it in 26 quarters since.
49 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.