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

Panoramic 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
2026 Q1	$856K	Buy	10,883 +478	+5%	+$38.4K	0.46%	55
2025 Q4	$756K	Buy	10,405 +232	+2%	+$16.5K	0.41%	55
2025 Q3	$687K	Buy	10,173 +989	+11%	+$63.9K	0.39%	55
2025 Q2	$580K	Buy	9,184 +63	+0.7%	+$3.67K	0.36%	58
2025 Q1	$502K	Sell	9,121 -35	-0.4%	-$1.96K	0.34%	64
2024 Q4	$508K	Sell	9,156 -58	-0.6%	-$3.4K	0.33%	66
2024 Q3	$563K	Buy	+9,214	New	+$553K	0.39%	60
2024 Q1	$526K	Sell	9,132 -5,975	-40%	-$332K	0.39%	59
2023 Q4	$837K	Sell	15,107 -7,251	-32%	-$374K	0.72%	40
2023 Q3	$1.11M	Buy	+22,358	New	+$1.16M	1.02%	30
2022 Q4	$408K	Buy	+8,599	New	+$410K	0.42%	56

Other funds holding EMXC

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Panoramic Investment Advisors's EMXC Position: Q1 2026 in Review

Panoramic Investment Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.6% in Q1 2026, buying an estimated $38.4K and bringing the position to 10,883 shares worth $856K. The position accounts for 0.46% of the portfolio, ranked #55.

Panoramic Investment Advisors first reported a position in EMXC in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.11M in Q3 2023. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Panoramic Investment Advisors held 10,883 shares of iShares MSCI Emerging Markets ex China ETF worth $856K as of Q1 2026.
Panoramic Investment Advisors bought 478 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $38.4K.
iShares MSCI Emerging Markets ex China ETF made up 0.46% of Panoramic Investment Advisors's portfolio in Q1 2026, its #55 holding.
Panoramic Investment Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $1.11M in Q3 2023.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.