W ADVISORS, LLC EMXC — ISHARES INC

Ownership history in W ADVISORS, LLC  ·  11 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported ISHARES INC (EMXC) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.7% in 2024 Q3. The latest visible filing shows EMXC at 0.52% 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 W 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
2026 Q2

EMXC was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% 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 Q2

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 W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 11,098 — 0% 0.52% $1.1M 2026-07-31 $92.12
2026 Q1 UNCHANGED — — — 11,098 — 0% 0.45% $873K 2026-04-29 $88.55
2025 Q4 UNCHANGED — — — 11,098 — 0% 0.41% $807K 2026-02-13 $83.81
2025 Q3 REDUCED — — — 11,098 -195 -1.7% 0.39% $749K 2025-11-14 $69.97
2025 Q2 REDUCED 35.1% +6.6% ❌ 11,293 -6,112 -35.1% 0.41% $713K 2025-08-07 $62.66
2025 Q1 REDUCED 6.0% +16.0% ❌ 17,405 -1,117 -6.0% 0.60% $959K 2025-05-13 $57.31
2024 Q4 REDUCED — — — 18,522 -6 -0.0% 0.64% $1.0M 2025-01-22 $55.05
2024 Q3 ADDED — — — 18,528 +1,005 +5.7% 0.70% $1.1M 2024-10-28 $56.78
2024 Q2 ADDED — — — 17,523 +1,074 +6.5% 0.68% $1.0M 2024-08-06 $53.40
2024 Q1 ADDED — — — 16,449 +4,286 +35.2% 0.65% $947K 2024-04-25 $52.72
1 older quarter 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% ES4, LLC 10.69% Randall & Associates Wealth Management 9.71% Hughes Financial Services, LLC 8.79% Seascape Capital Management 3Y 7Y 8.15% Ayalon Insurance Comp Ltd. 3Y 7Y 6.77% CORA CAPITAL ADVISORS LLC 3Y 6.32% Cardinal Strategic Wealth Guidance 3Y 6.07% BEAM WEALTH ADVISORS, INC. 3Y 5.69%

FAQ About W 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 W ADVISORS, LLC reported owning EMXC?

W ADVISORS, LLC reported EMXC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EMXC position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for EMXC was 0.70% in 2024 Q3.

What is the latest reported EMXC position on this page?

The most recent filing on this page is 2026 Q2, when W ADVISORS, LLC reported 11,098 shares, equal to 0.52% of portfolio, with an estimated market value of $1.1M.

What does the chart on this EMXC ownership page compare?

The chart compares W 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 W ADVISORS, LLC time their EMXC position?

Based on 13F filing dates vs. subsequent EMXC price moves, W ADVISORS, LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on EMXC relative to SPY over the holding period was +5.3%.

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