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Cornerstone Planning Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Cornerstone Planning Group’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
2026
Q2 		$11.9K Sell
126
-46
-27% -$4.34K ﹤0.01% 835
2026
Q1 		$16K Sell
172
-36
-17% -$2.9K ﹤0.01% 742
2025
Q4 		$17.1K Sell
208
-7
-3% -$496 ﹤0.01% 627
2025
Q3 		$15.6K Sell
215
-9
-4% -$582 ﹤0.01% 654
2025
Q2 		$14.2K Sell
224
-637
-74% -$37.1K ﹤0.01% 483
2025
Q1 		$47.7K Buy
861
+179
+26% +$10K 0.01% 247
2024
Q4 		$37.9K Sell
682
-8
-1% -$470 0.01% 218
2024
Q3 		$41.3K Sell
690
-197
-22% -$11.8K 0.01% 207
2024
Q2 		$49.7K Sell
887
-982
-53% -$56.5K 0.01% 200
2024
Q1 		$108K Buy
1,869
+399
+27% +$22.2K 0.03% 113
2023
Q4 		$81.5K Buy
1,470
+431
+41% +$22.2K 0.03% 134
2023
Q3 		$51.8K Hold
1,039
– – 0.02% 177
2023
Q2 		$54K Buy
+1,039
New +$52.7K 0.02% 228

Other funds holding EMXC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cornerstone Planning Group's EMXC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 27% in Q2 2026, selling an estimated $4.34K and leaving 126 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Cornerstone Planning Group first reported a position in EMXC in Q2 2023 and has held it in 13 quarters since. The position peaked at $108K in Q1 2024. 724 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Cornerstone Planning Group held 126 shares of iShares MSCI Emerging Markets ex China ETF worth $11.9K as of Q2 2026.
  • Cornerstone Planning Group sold 46 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $4.34K.
  • iShares MSCI Emerging Markets ex China ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #835 holding.
  • Cornerstone Planning Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2023 and has held it in 13 quarters since.
  • Cornerstone Planning Group's iShares MSCI Emerging Markets ex China ETF position peaked at $108K in Q1 2024.
  • 724 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.