Williams & Novak’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Williams & Novak’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	$1.44M	Buy	14,520 +110	+0.8%	+$10.6K	0.85%	33
2026 Q2	$1.47M	Hold	14,410	–	–	0.98%	30
2026 Q1	$1.15M	Hold	14,410	–	–	0.86%	30
2025 Q4	$1.05M	Sell	14,410 -600	-4%	-$42.6K	0.79%	34
2025 Q3	$1.01M	Sell	15,010 -519	-3%	-$33.5K	0.78%	35
2025 Q2	$981K	Sell	15,529 -413	-3%	-$24K	0.83%	34
2025 Q1	$883K	Buy	15,942 +33	+0.2%	+$1.85K	0.86%	33
2024 Q4	$882K	Sell	15,909 -1,007	-6%	-$59.1K	0.85%	31
2024 Q3	$1.03M	Sell	16,916 -864	-5%	-$51.9K	0.96%	30
2024 Q2	$1.05M	Buy	17,780 +670	+4%	+$38.6K	0.98%	29
2024 Q1	$948K	Hold	17,110	–	–	1.08%	29
2023 Q4	$948K	Buy	+17,110	New	+$882K	1.08%	29

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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 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

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

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

Williams & Novak's EMXC Position: Q3 2026 in Review

Williams & Novak increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.76% in Q3 2026, buying an estimated $10.6K and bringing the position to 14,520 shares worth $1.44M. The position accounts for 0.85% of the portfolio, ranked #33.

Williams & Novak first reported a position in EMXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q2 2026. 356 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

Williams & Novak held 14,520 shares of iShares MSCI Emerging Markets ex China ETF worth $1.44M as of Q3 2026.
Williams & Novak bought 110 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $10.6K.
iShares MSCI Emerging Markets ex China ETF made up 0.85% of Williams & Novak's portfolio in Q3 2026, its #33 holding.
Williams & Novak first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's iShares MSCI Emerging Markets ex China ETF position peaked at $1.47M in Q2 2026.
356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.