Weitzel Financial Services
EMXC icon

Weitzel Financial Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Weitzel Financial Services’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 		$430K Sell
2,903
-58
-2% -$5.61K 0.14% 35
2026
Q2 		$417K Sell
2,961
-62
-2% -$5.85K 0.14% 37
2026
Q1 		$368K Sell
3,023
-46,874
-94% -$3.77M 0.14% 37
2025
Q4 		$3.71M Buy
49,897
+8
+0% +$567 1.44% 17
2025
Q3 		$3.41M Sell
49,889
-878
-2% -$56.7K 1.39% 16
2025
Q2 		$3.25M Buy
50,767
+210
+0.4% +$12.2K 1.38% 15
2025
Q1 		$2.74M Buy
50,557
+1,070
+2% +$60K 1.31% 16
2024
Q4 		$2.77M Buy
49,487
+1,719
+4% +$101K 1.3% 16
2024
Q3 		$2.91M Buy
47,768
+1,442
+3% +$86.6K 1.37% 16
2024
Q2 		$2.74M Buy
46,326
+919
+2% +$52.9K 1.37% 15
2024
Q1 		$2.6M Buy
45,407
+779
+2% +$43.3K 1.32% 16
2023
Q4 		$2.45M Buy
44,628
+886
+2% +$45.6K 1.32% 16
2023
Q3 		$2.15M Sell
43,742
-2,713
-6% -$141K 1.25% 17
2023
Q2 		$2.41M Buy
+46,455
New +$2.35M 1.37% 15

Other funds holding EMXC

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Weitzel Financial Services's EMXC Position: Q3 2026 in Review

Weitzel Financial Services reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2% in Q3 2026, selling an estimated $5.61K and leaving 2,903 shares worth $430K. The position accounts for 0.14% of the portfolio, ranked #35.

Weitzel Financial Services first reported a position in EMXC in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.71M in Q4 2025. 310 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Weitzel Financial Services held 2,903 shares of iShares MSCI Emerging Markets ex China ETF worth $430K as of Q3 2026.
  • Weitzel Financial Services sold 58 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $5.61K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.14% of Weitzel Financial Services's portfolio in Q3 2026, its #35 holding.
  • Weitzel Financial Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 14 quarters since.
  • Weitzel Financial Services's iShares MSCI Emerging Markets ex China ETF position peaked at $3.71M in Q4 2025.
  • 310 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.