SEC 13F Intelligence

Shelton Wealth Management, LLC / EMXC

Shelton Wealth Management, LLC’s Ishares Inc Position

Does Shelton Wealth Management, LLC own Ishares Inc (EMXC)? Yes46.4K shares worth $4M (+1.60% of its 13F portfolio) as of Q1 2026, down from 53.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
46.4K
% of Portfolio
+1.60%
Quarters Held
18
currently held

Position History EMXC

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $1MQ1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.4K$4M+1.60%
Q4 202553.3K$4M+1.66%
Q3 202555.1K$4M+1.68%
Q2 202556.9K$4M+1.73%
Q1 202556.0K$3M+1.68%
Q4 202455.2K$3M+1.58%
Q3 202462.8K$4M+2.09%
Q2 202469.1K$4M+2.32%
Q1 202478.1K$4M+2.83%
Q4 202385.7K$5M+3.37%
Q3 2023109.5K$5M+4.36%
Q2 202398.2K$5M+3.96%
Q1 202390.8K$4M+3.63%
Q4 202223.5K$1M+0.88%
Q3 202270.2K$3M+2.77%
Q2 202270.1K$3M+2.85%
Q1 202264.0K$4M+2.94%
Q4 202154.1K$3M+2.58%

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