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

Waverly 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
Q1 		$1.4M Buy
17,807
+369
+2% +$29.7K 0.01% 729
2025
Q4 		$1.27M Sell
17,438
-367
-2% -$26K 0.01% 699
2025
Q3 		$1.2M Sell
17,805
-66,982
-79% -$4.33M 0.01% 601
2025
Q2 		$5.35M Sell
84,787
-16,982
-17% -$989K 0.06% 297
2025
Q1 		$5.61M Buy
101,769
+16,444
+19% +$923K 0.07% 273
2024
Q4 		$4.73M Buy
85,325
+22,501
+36% +$1.32M 0.07% 228
2024
Q3 		$3.84M Buy
62,824
+14,447
+30% +$867K 0.07% 225
2024
Q2 		$2.86M Buy
+48,377
New +$2.79M 0.06% 260

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

Waverly Advisors's EMXC Position: Q1 2026 in Review

Waverly Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2.1% in Q1 2026, buying an estimated $29.7K and bringing the position to 17,807 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #729.

Waverly Advisors first reported a position in EMXC in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.61M in Q1 2025. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Waverly Advisors held 17,807 shares of iShares MSCI Emerging Markets ex China ETF worth $1.4M as of Q1 2026.
  • Waverly Advisors bought 369 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $29.7K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #729 holding.
  • Waverly Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 8 quarters since.
  • Waverly Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $5.61M in Q1 2025.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.