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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
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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Valeo Financial Advisors's EMXC Position: Q2 2026 in Review

Valeo Financial Advisors reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 3.6% in Q2 2026, selling an estimated $282K and leaving 80,337 shares worth $8.22M. The position accounts for 0.17% of the portfolio, ranked #61.

Valeo Financial Advisors first reported a position in EMXC in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.34M in Q1 2024. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Valeo Financial Advisors held 80,337 shares of iShares MSCI Emerging Markets ex China ETF worth $8.22M as of Q2 2026.
  • Valeo Financial Advisors sold 2,993 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $282K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.17% of Valeo Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Valeo Financial Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2020 and has held it in 25 quarters since.
  • Valeo Financial Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $8.34M in Q1 2024.
  • 1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.