SlateStone Wealth, LLC EMXC — Ishares MSCI EMRG CHN

Ownership history in SlateStone Wealth, LLC  ·  8 quarters on record

AI Ownership Summary

SlateStone Wealth, LLC reported Ishares MSCI EMRG CHN (EMXC) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.86% in 2025 Q4. The latest visible filing shows EMXC at 0.86% 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 SlateStone Wealth, LLC's position in Ishares MSCI EMRG CHN, 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 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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 SlateStone Wealth, LLC fund profile SlateStone Wealth, LLC full holdings
How SlateStone Wealth, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 141,513 +8,870 +6.7% 0.86% $10.3M 2026-02-14 (Est.) $84.31
2025 Q3 ADDED — — — 132,643 +8,431 +6.8% 0.78% $9.0M 2025-11-05 $70.78
2025 Q2 ADDED — — — 124,212 +4,218 +3.5% 0.73% $7.8M 2025-08-12 $63.54
2025 Q1 ADDED — — — 119,994 +15,673 +15.0% 0.66% $6.6M 2025-05-08 $55.73
2024 Q4 ADDED — — — 104,321 +19,608 +23.1% 0.57% $5.8M 2025-02-10 $55.29
2024 Q3 ADDED — — — 84,713 +9,059 +12.0% 0.47% $5.2M 2024-11-07 $57.33
2024 Q2 ADDED — — — 75,654 +12,449 +19.7% 0.49% $4.5M 2024-07-25 $55.85
2024 Q1 INITIATED — — — 63,205 — — 0.37% $3.6M 2024-04-26 $53.42

🏢 Other funds also holding EMXC

As of 2026 Q1 — sorted by position size

Myriad Asset Management Advisors LLC 17.25% Myriad Asset Management US LP 3Y 14.81% ES4, LLC 12.46% Hughes Financial Services, LLC 8.71% Trail Ridge Investment Advisors, LLC 3Y 8.55% 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%

FAQ About SlateStone Wealth, 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 SlateStone Wealth, LLC reported owning EMXC?

SlateStone Wealth, LLC reported EMXC across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported EMXC position in SlateStone Wealth, LLC's portfolio?

The largest reported portfolio weight for EMXC was 0.86% in 2025 Q4.

What is the latest reported EMXC position on this page?

The most recent filing on this page is 2025 Q4, when SlateStone Wealth, LLC reported 141,513 shares, equal to 0.86% of portfolio, with an estimated market value of $10.3M.

What does the chart on this EMXC ownership page compare?

The chart compares SlateStone Wealth, 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 SlateStone Wealth, LLC time their EMXC position?

Based on 13F filing dates vs. subsequent EMXC price moves, SlateStone Wealth, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on EMXC relative to SPY over the holding period was +8.1%.

← Back to SlateStone Wealth, LLC Holdings