WT Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

WT Wealth Management’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	$2.55M	Sell	25,766 -4,712	-15%	-$456K	0.71%	45
2026 Q2	$3.12M	Sell	30,478 -880	-3%	-$83K	0.86%	33
2026 Q1	$2.47M	Sell	31,358 -2,612	-8%	-$210K	0.73%	40
2025 Q4	$2.47M	Sell	33,970 -653	-2%	-$46.3K	0.71%	42
2025 Q3	$2.34M	Sell	34,623 -6,334	-15%	-$409K	0.67%	47
2025 Q2	$2.59M	Buy	40,957 +4,659	+13%	+$271K	0.77%	37
2025 Q1	$2M	Sell	36,298 -15,653	-30%	-$878K	0.65%	43
2024 Q4	$2.88M	Sell	51,951 -468	-0.9%	-$27.5K	0.9%	34
2024 Q3	$3.2M	Sell	52,419 -433	-0.8%	-$26K	1.02%	31
2024 Q2	$3.13M	Sell	52,852 -2,209	-4%	-$127K	1.07%	33
2024 Q1	$3.17M	Buy	55,061 +1,911	+4%	+$106K	1.13%	31
2023 Q4	$2.95M	Buy	53,150 +5,238	+11%	+$270K	1.16%	27
2023 Q3	$2.39M	Buy	47,912 +5,430	+13%	+$282K	1.02%	27
2023 Q2	$2.21M	Sell	42,482 -2,199	-5%	-$111K	0.92%	28
2023 Q1	$2.2M	Buy	44,681 +1,433	+3%	+$70.8K	0.95%	28
2022 Q4	$2.05M	Buy	43,248 +14,920	+53%	+$711K	1%	28
2022 Q3	$1.25M	Sell	28,328 -6,976	-20%	-$339K	0.63%	46
2022 Q2	$1.69M	Buy	35,304 +5,654	+19%	+$301K	0.83%	31
2022 Q1	$1.73M	Buy	29,650 +1,747	+6%	+$104K	0.66%	48
2021 Q4	$1.69M	Buy	+27,903	New	+$1.7M	0.62%	56

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

AIC

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

HCA

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

SAS

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

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

WT Wealth Management's EMXC Position: Q3 2026 in Review

WT Wealth Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 15% in Q3 2026, selling an estimated $456K and leaving 25,766 shares worth $2.55M. The position accounts for 0.71% of the portfolio, ranked #45.

WT Wealth Management first reported a position in EMXC in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.2M in Q3 2024. 121 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

WT Wealth Management held 25,766 shares of iShares MSCI Emerging Markets ex China ETF worth $2.55M as of Q3 2026.
WT Wealth Management sold 4,712 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $456K.
iShares MSCI Emerging Markets ex China ETF made up 0.71% of WT Wealth Management's portfolio in Q3 2026, its #45 holding.
WT Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 20 quarters since.
WT Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $3.2M in Q3 2024.
121 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.