STRATEGIC INVESTMENT MANAGEMENT, LLC EMXC — iShares MSCI Emerging Markets ex-China Index

Ownership history in STRATEGIC INVESTMENT MANAGEMENT, LLC  ·  11 quarters on record

AI Ownership Summary

STRATEGIC INVESTMENT MANAGEMENT, LLC reported iShares MSCI Emerging Markets ex-China Index (EMXC) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 21.37% in 2024 Q3. The latest visible filing shows EMXC at 0.91% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STRATEGIC INVESTMENT MANAGEMENT, LLC's position in iShares MSCI Emerging Markets ex-China Index, 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
2026 Q1

EMXC was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.37% in 2024 Q3

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 2026 Q1

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 STRATEGIC INVESTMENT MANAGEMENT, LLC fund profile STRATEGIC INVESTMENT MANAGEMENT, LLC full holdings
How STRATEGIC INVESTMENT MANAGEMENT, 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)
2026 Q1 ADDED — — — 27,830 +22,230 +397.0% 0.91% $2.2M 2026-05-05 $93.21
2025 Q3 UNCHANGED — — — 5,600 — 0% 0.20% $378K 2025-10-30 $70.43
2025 Q2 REDUCED 98.2% +6.6% ❌ 5,600 -303,590 -98.2% 0.19% $354K 2025-07-30 $61.58
2025 Q1 REDUCED 5.1% +16.0% ❌ 309,190 -16,720 -5.1% 6.84% $17.0M 2025-04-30 $54.71
2024 Q4 REDUCED — — — 325,910 -7,460 -2.2% 6.23% $18.1M 2025-01-21 $54.81
2024 Q3 ADDED — — — 333,370 +8,980 +2.8% 21.37% $20.4M 2024-10-24 $56.89
2024 Q2 UNCHANGED — — — 324,390 — 0% 20.67% $19.3M 2024-07-22 $56.71
2024 Q1 REDUCED 7.0% +3.7% ❌ 324,390 -24,480 -7.0% 14.06% $18.3M 2024-04-29 $53.66
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EMXC

As of 2026 Q2 — sorted by position size

Myriad Asset Management Advisors LLC 16.06% Myriad Asset Management US LP 3Y 15.69% Trail Ridge Investment Advisors, LLC 3Y 11.45% Prime Buchholz LLC 11.05% ES4, LLC 10.69% Johns Hopkins University 3Y 7Y 9.74% Randall & Associates Wealth Management 9.71% Hughes Financial Services, LLC 8.79% Seascape Capital Management 3Y 7Y 8.15% Eagle Bluffs Wealth Management LLC 3Y 7.08%

FAQ About STRATEGIC INVESTMENT MANAGEMENT, 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 STRATEGIC INVESTMENT MANAGEMENT, LLC reported owning EMXC?

STRATEGIC INVESTMENT MANAGEMENT, LLC reported EMXC across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EMXC position in STRATEGIC INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for EMXC was 21.37% in 2024 Q3.

What is the latest reported EMXC position on this page?

The most recent filing on this page is 2026 Q1, when STRATEGIC INVESTMENT MANAGEMENT, LLC reported 27,830 shares, equal to 0.91% of portfolio, with an estimated market value of $2.2M.

What does the chart on this EMXC ownership page compare?

The chart compares STRATEGIC INVESTMENT MANAGEMENT, 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 STRATEGIC INVESTMENT MANAGEMENT, LLC time their EMXC position?

Based on 13F filing dates vs. subsequent EMXC price moves, STRATEGIC INVESTMENT MANAGEMENT, LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on EMXC relative to SPY over the holding period was +4.7%.

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