EMXC β€” ISHARES INC

Ownership history in Wambolt & Associates, LLC  Β·  7 quarters on record

AI Ownership Summary

Wambolt & Associates, LLC reported ISHARES INC (EMXC) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 3.08% in 2025 Q2. The latest visible filing shows EMXC at 3.08% 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 Wambolt & Associates, 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 Q2

EMXC was reported at 3.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.08% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 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.

How Wambolt & Associates, LLC held EMXC β€” position size vs. price
% of Fund (quarterly)    EMXC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 144,479 -3,910 -2.6% 3.08% $9.1M 2025-08-14 (Est.) $63.17
2025 Q1 ADDED 148,389 +6,664 +4.7% 2.79% $8.2M 2025-05-12 $57.36
2024 Q4 REDUCED 141,725 -21,223 -13.0% 2.51% $7.9M 2025-02-12 $55.03
2024 Q3 ADDED 162,948 +25,345 +18.4% 2.70% $9.9M 2024-11-12 $55.27
2024 Q2 ADDED 137,603 +19,844 +16.9% 2.37% $8.1M 2024-08-08 $55.41
2024 Q1 ADDED 117,759 +59,379 +101.7% 2.02% $6.8M 2024-04-30 $53.33
2023 Q4 INITIATED 58,380 β€” β€” 1.06% $3.2M 2024-02-07 $52.63

FAQ About Wambolt & Associates, 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 Wambolt & Associates, LLC reported owning EMXC?

Wambolt & Associates, LLC reported EMXC across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported EMXC position in Wambolt & Associates, LLC's portfolio?

The largest reported portfolio weight for EMXC was 3.08% in 2025 Q2.

What is the latest reported EMXC position on this page?

The most recent filing on this page is 2025 Q2, when Wambolt & Associates, LLC reported 144,479 shares, equal to 3.08% of portfolio, with an estimated market value of $9.1M.

What does the chart on this EMXC ownership page compare?

The chart compares Wambolt & Associates, 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.

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