SEC 13F Intelligence

Wambolt & Associates, LLC / EMXC

Wambolt & Associates, LLC’s Ishares Inc Position

Does Wambolt & Associates, LLC own Ishares Inc (EMXC)? Yes — 144.5K shares worth $9M (+3.08% of its 13F portfolio) as of Q2 2025, down from 148.4K shares the prior filed quarter.

Position Value
$9M
Q2 2025
Shares
144.5K
% of Portfolio
+3.08%
Quarters Held
7
currently held

Position History EMXC

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $7MQ1 ’24Q2 ’24: $8MQ2 ’24Q3 ’24: $10MQ3 ’24Q4 ’24: $8MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $9MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025144.5K$9M+3.08%
Q1 2025148.4K$8M+2.79%
Q4 2024141.7K$8M+2.51%
Q3 2024162.9K$10M+2.70%
Q2 2024137.6K$8M+2.37%
Q1 2024117.8K$7M+2.02%
Q4 202358.4K$3M+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of EMXC.