OLIO Financial Planning’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

OLIO Financial Planning’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 Q3	$988K	Sell	9,973 -457	-4%	-$44.2K	0.25%	23
2026 Q2	$1.07M	Sell	10,430 -604	-5%	-$57K	0.26%	22
2026 Q1	$868K	Sell	11,034 -1,046	-9%	-$84.1K	0.24%	24
2025 Q4	$878K	Hold	12,080	–	–	0.25%	24
2025 Q3	$816K	Sell	12,080 -879	-7%	-$56.8K	0.24%	27
2025 Q2	$818K	Hold	12,959	–	–	0.26%	23
2025 Q1	$714K	Buy	12,959 +193	+2%	+$10.8K	0.25%	26
2024 Q4	$708K	Buy	12,766 +3,074	+32%	+$180K	0.25%	28
2024 Q3	$538K	Hold	9,692	–	–	0.23%	34
2024 Q2	$538K	Hold	9,692	–	–	0.23%	34
2024 Q1	$538K	Hold	9,692	–	–	0.23%	34
2023 Q4	$538K	Buy	9,692 +2,450	+34%	+$126K	0.23%	34
2023 Q3	$361K	Sell	7,242 -1,029	-12%	-$53.4K	0.17%	38
2023 Q2	$430K	Hold	8,271	–	–	0.2%	32
2023 Q1	$408K	Buy	8,271 +430	+5%	+$21.2K	0.21%	29
2022 Q4	$372K	Hold	7,841	–	–	0.2%	33
2022 Q3	$347K	Buy	7,841 +952	+14%	+$46.3K	0.21%	33
2022 Q2	$329K	Buy	6,889 +1,811	+36%	+$96.4K	0.18%	36
2022 Q1	$295K	Buy	+5,078	New	+$301K	0.17%	39

Other funds holding EMXC

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

OLIO Financial Planning's EMXC Position: Q3 2026 in Review

OLIO Financial Planning reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.4% in Q3 2026, selling an estimated $44.2K and leaving 9,973 shares worth $988K. The position accounts for 0.25% of the portfolio, ranked #23.

OLIO Financial Planning first reported a position in EMXC in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.07M in Q2 2026. 661 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

OLIO Financial Planning held 9,973 shares of iShares MSCI Emerging Markets ex China ETF worth $988K as of Q3 2026.
OLIO Financial Planning sold 457 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $44.2K.
iShares MSCI Emerging Markets ex China ETF made up 0.25% of OLIO Financial Planning's portfolio in Q3 2026, its #23 holding.
OLIO Financial Planning first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2022 and has held it in 19 quarters since.
OLIO Financial Planning's iShares MSCI Emerging Markets ex China ETF position peaked at $1.07M in Q2 2026.
661 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.