OFP
EMXC icon

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
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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

OLIO Financial Planning's EMXC Position: Q2 2026 in Review

OLIO Financial Planning reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 5.5% in Q2 2026, selling an estimated $57K and leaving 10,430 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #22.

OLIO Financial Planning first reported a position in EMXC in Q1 2022 and has held it in 18 quarters since. 208 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • OLIO Financial Planning held 10,430 shares of iShares MSCI Emerging Markets ex China ETF worth $1.07M as of Q2 2026.
  • OLIO Financial Planning sold 604 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $57K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.26% of OLIO Financial Planning's portfolio in Q2 2026, its #22 holding.
  • OLIO Financial Planning first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2022 and has held it in 18 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.