LifePlan Investment Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

LifePlan Investment Advisors’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 Q3	–	Sell	-4,174	Closed	-$264K	–	114
2025 Q2	$264K	Sell	4,174 -12,187	-74%	-$709K	0.13%	95
2025 Q1	$901K	Sell	16,361 -1,175	-7%	-$65.9K	0.52%	51
2024 Q4	$972K	Buy	17,536 +5,016	+40%	+$294K	0.6%	44
2024 Q3	$765K	Buy	12,520 +2,867	+30%	+$172K	0.49%	47
2024 Q2	$571K	Buy	9,653 +713	+8%	+$41.1K	0.41%	51
2024 Q1	$515K	Buy	+8,940	New	+$497K	0.41%	50

Other funds holding EMXC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

LifePlan Investment Advisors's EMXC Position: Q3 2025 in Review

LifePlan Investment Advisors sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q3 2025, closing a stake of 4,174 shares — an estimated $264K sold.

LifePlan Investment Advisors first reported a position in EMXC in Q1 2024 and held it in 6 quarters. The position peaked at $972K in Q4 2024. 793 funds tracked by Wall St. Rank hold EMXC as of Q3 2025.

LifePlan Investment Advisors reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q3 2025 after selling out during the quarter.
LifePlan Investment Advisors sold 4,174 iShares MSCI Emerging Markets ex China ETF shares in Q3 2025, an estimated $264K.
LifePlan Investment Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and held it in 6 quarters.
LifePlan Investment Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $972K in Q4 2024.
793 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2025.

Based on LifePlan Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.