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 Q2	$2.03M	Buy	19,796 +1,989	+11%	+$188K	0.01%	691
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 New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Waverly Advisors's EMXC Position: Q2 2026 in Review

Waverly Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 11% in Q2 2026, buying an estimated $188K and bringing the position to 19,796 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #691.

Waverly Advisors first reported a position in EMXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.61M in Q1 2025. 1,025 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Waverly Advisors held 19,796 shares of iShares MSCI Emerging Markets ex China ETF worth $2.03M as of Q2 2026.
Waverly Advisors bought 1,989 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $188K.
iShares MSCI Emerging Markets ex China ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #691 holding.
Waverly Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2024 and has held it in 9 quarters since.
Waverly Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $5.61M in Q1 2025.
1,025 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.