West Wealth Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

West Wealth Group’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	$897K	Sell	9,056 -378	-4%	-$36.6K	0.14%	49
2026 Q2	$965K	Sell	9,434 -47	-0.5%	-$4.44K	0.16%	50
2026 Q1	$746K	Sell	9,481 -1,945	-17%	-$156K	0.15%	53
2025 Q4	$830K	Sell	11,426 -663	-5%	-$47K	0.17%	45
2025 Q3	$843K	Sell	12,089 -38,627	-76%	-$2.5M	0.19%	40
2025 Q2	$3.21M	Sell	50,716 -98,249	-66%	-$5.72M	0.8%	23
2025 Q1	$8.25M	Sell	148,965 -72,616	-33%	-$4.07M	2.44%	13
2024 Q4	$12.3M	Buy	221,581 +27,340	+14%	+$1.61M	3.67%	10
2024 Q3	$11.9M	Buy	194,241 +42,946	+28%	+$2.58M	3.85%	9
2024 Q2	$8.96M	Buy	151,295 +19,377	+15%	+$1.12M	3.17%	11
2024 Q1	$7.59M	Buy	131,918 +73,799	+127%	+$4.11M	2.81%	11
2023 Q4	$3.22M	Buy	+58,119	New	+$2.99M	1.27%	17

Other funds holding EMXC

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

West Wealth Group's EMXC Position: Q3 2026 in Review

West Wealth Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4% in Q3 2026, selling an estimated $36.6K and leaving 9,056 shares worth $897K. The position accounts for 0.14% of the portfolio, ranked #49.

West Wealth Group first reported a position in EMXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.3M in Q4 2024. 310 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

West Wealth Group held 9,056 shares of iShares MSCI Emerging Markets ex China ETF worth $897K as of Q3 2026.
West Wealth Group sold 378 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $36.6K.
iShares MSCI Emerging Markets ex China ETF made up 0.14% of West Wealth Group's portfolio in Q3 2026, its #49 holding.
West Wealth Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 12 quarters since.
West Wealth Group's iShares MSCI Emerging Markets ex China ETF position peaked at $12.3M in Q4 2024.
310 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.