Avantax Planning Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Avantax Planning Partners’s Portfolio EMXC Stock Details EMXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,668	Closed	-$203K	–	438
2024 Q4	$203K	Buy	+3,668	New	+$215K	0.01%	412
2024 Q3	–	Sell	-12,908	Closed	-$764K	–	453
2024 Q2	$764K	Buy	12,908 +185	+1%	+$10.7K	0.02%	229
2024 Q1	$732K	Sell	12,723 -89	-0.7%	-$4.95K	0.02%	242
2023 Q4	$710K	Buy	12,812 +1,701	+15%	+$87.6K	0.03%	202
2023 Q3	$554K	Buy	11,111 +3,013	+37%	+$156K	0.02%	217
2023 Q2	$421K	Buy	+8,098	New	+$410K	0.02%	252

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Avantax Planning Partners's EMXC Position: Q1 2025 in Review

Avantax Planning Partners sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2025, closing a stake of 3,668 shares — an estimated $203K sold.

Avantax Planning Partners first reported a position in EMXC in Q2 2023 and held it in 6 quarters. The position peaked at $764K in Q2 2024. 868 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

Avantax Planning Partners reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2025 after selling out during the quarter.
Avantax Planning Partners sold 3,668 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $203K.
Avantax Planning Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and held it in 6 quarters.
Avantax Planning Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $764K in Q2 2024.
868 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Avantax Planning Partners's 13F filing for Q1 2025, filed 29 Apr 2025.