NEW WAVE WEALTH ADVISORS LLC EMXC — ISHARES INC

Ownership history in NEW WAVE WEALTH ADVISORS LLC  ·  7 quarters on record

AI Ownership Summary

NEW WAVE WEALTH ADVISORS LLC reported ISHARES INC (EMXC) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.97% in 2024 Q2. The latest visible filing shows EMXC at 1.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EMXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEW WAVE WEALTH ADVISORS LLC's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EMXC was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.97% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EMXC stock page NEW WAVE WEALTH ADVISORS LLC fund profile NEW WAVE WEALTH ADVISORS LLC full holdings
How NEW WAVE WEALTH ADVISORS LLC held EMXC — position size vs. price
% of Fund (quarterly)    EMXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 67,722 +3,423 +5.3% 1.80% $4.9M 2026-02-14 (Est.) $84.31
2025 Q3 UNCHANGED — — — 64,299 — 0% 1.76% $4.1M 2025-10-17 $69.01
2025 Q2 ADDED — — — 64,299 +325 +0.5% 1.73% $4.1M 2025-07-18 $62.51
2025 Q1 ADDED — — — 63,974 +3,520 +5.8% 1.58% $3.5M 2025-04-25 $54.27
2024 Q4 REDUCED — — — 60,454 -1,492 -2.4% 1.37% $3.4M 2025-01-23 $55.55
2024 Q3 REDUCED — — — 61,946 -42 -0.1% 1.74% $3.8M 2024-10-23 $57.21
2024 Q2 INITIATED — — — 61,988 — — 1.97% $3.7M 2024-08-27 $58.16

🏢 Other funds also holding EMXC

As of 2026 Q1 — sorted by position size

Myriad Asset Management US LP 3Y 14.81% Richard Bernstein Advisors LLC 3Y 7Y 7.76% Seascape Capital Management 3Y 7Y 7.55% Cardinal Strategic Wealth Guidance 3Y 7.03% Eagle Bluffs Wealth Management LLC 3Y 6.26% Randall & Associates Wealth Management 5.97% CORA CAPITAL ADVISORS LLC 3Y 5.65% Ayalon Insurance Comp Ltd. 3Y 7Y 5.27% Columbia Bank 5.11% Catalyst Investment Management LLC 4.72%

FAQ About NEW WAVE WEALTH ADVISORS LLC and EMXC

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEW WAVE WEALTH ADVISORS LLC reported owning EMXC?

NEW WAVE WEALTH ADVISORS LLC reported EMXC across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported EMXC position in NEW WAVE WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for EMXC was 1.97% in 2024 Q2.

What is the latest reported EMXC position on this page?

The most recent filing on this page is 2025 Q4, when NEW WAVE WEALTH ADVISORS LLC reported 67,722 shares, equal to 1.80% of portfolio, with an estimated market value of $4.9M.

What does the chart on this EMXC ownership page compare?

The chart compares NEW WAVE WEALTH ADVISORS LLC's quarterly EMXC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NEW WAVE WEALTH ADVISORS LLC time their EMXC position?

Based on 13F filing dates vs. subsequent EMXC price moves, NEW WAVE WEALTH ADVISORS LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on EMXC relative to SPY over the holding period was +11.5%.

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