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Waterloo Capital’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Waterloo Capital’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
Q1 		$22.7M Buy
289,177
+205,872
+247% +$16.6M 1.6% 13
2025
Q4 		$6.05M Buy
+83,305
New +$5.91M 0.44% 54
2025
Q1 		– Sell
-5,257
Closed -$292K – 399
2024
Q4 		$292K Sell
5,257
-2,733
-34% -$160K 0.03% 295
2024
Q3 		$488K Sell
7,990
-832
-9% -$50K 0.05% 241
2024
Q2 		$522K Buy
+8,822
New +$508K 0.06% 219

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waterloo Capital's EMXC Position: Q1 2026 in Review

Waterloo Capital increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 247% in Q1 2026, buying an estimated $16.6M and bringing the position to 289,177 shares worth $22.7M. The position accounts for 1.6% of the portfolio, ranked #13.

Waterloo Capital first reported a position in EMXC in Q2 2024 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Waterloo Capital held 289,177 shares of iShares MSCI Emerging Markets ex China ETF worth $22.7M as of Q1 2026.
  • Waterloo Capital bought 205,872 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $16.6M.
  • iShares MSCI Emerging Markets ex China ETF made up 1.6% of Waterloo Capital's portfolio in Q1 2026, its #13 holding.
  • Waterloo Capital first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 5 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.