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

Partners in 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
2025 Q1	–	Sell	-9,525	Closed	-$528K	–	104
2024 Q4	$528K	Sell	9,525 -10,204	-52%	-$599K	0.11%	66
2024 Q3	$1.21M	Sell	19,729 -890	-4%	-$53.4K	0.24%	41
2024 Q2	$1.22M	Buy	20,619 +249	+1%	+$14.3K	0.27%	41
2024 Q1	$1.17M	Buy	20,370 +1,595	+8%	+$88.7K	0.26%	41
2023 Q4	$1.04M	Sell	18,775 -489	-3%	-$25.2K	0.24%	43
2023 Q3	$960K	Buy	19,264 +2,559	+15%	+$133K	0.25%	43
2023 Q2	$868K	Buy	16,705 +5,715	+52%	+$290K	0.22%	48
2023 Q1	$542K	Buy	10,990 +6,033	+122%	+$298K	0.14%	55
2022 Q4	$235K	Buy	+4,957	New	+$236K	0.07%	85

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Partners in Financial Planning's EMXC Position: Q1 2025 in Review

Partners in Financial Planning sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2025, closing a stake of 9,525 shares — an estimated $528K sold.

Partners in Financial Planning first reported a position in EMXC in Q4 2022 and held it in 9 quarters. The position peaked at $1.22M in Q2 2024. 868 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

Partners in Financial Planning reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q1 2025 after selling out during the quarter.
Partners in Financial Planning sold 9,525 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $528K.
Partners in Financial Planning first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and held it in 9 quarters.
Partners in Financial Planning's iShares MSCI Emerging Markets ex China ETF position peaked at $1.22M in Q2 2024.
868 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Partners in Financial Planning's 13F filing for Q1 2025, filed 30 Apr 2025.