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

PDS 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
Q1 		$499K Sell
6,340
-1,038
-14% -$83.5K 0.03% 268
2025
Q4 		$536K Sell
7,378
-120
-2% -$8.51K 0.04% 244
2025
Q3 		$506K Buy
7,498
+801
+12% +$51.8K 0.04% 249
2025
Q2 		$423K Sell
6,697
-144
-2% -$8.38K 0.03% 268
2025
Q1 		$377K Sell
6,841
-65
-0.9% -$3.65K 0.03% 271
2024
Q4 		$383K Buy
6,906
+499
+8% +$29.3K 0.03% 230
2024
Q3 		$392K Sell
6,407
-598
-9% -$35.9K 0.04% 235
2024
Q2 		$415K Buy
7,005
+1,693
+32% +$97.5K 0.04% 205
2024
Q1 		$306K Buy
5,312
+1,086
+26% +$60.4K 0.03% 254
2023
Q4 		$234K Buy
4,226
+135
+3% +$6.96K 0.03% 294
2023
Q3 		$204K Buy
4,091
+97
+2% +$5.03K 0.03% 300
2023
Q2 		$208K Buy
+3,994
New +$202K 0.03% 291
2023
Q1 		– Sell
-6,320
Closed -$300K – 306
2022
Q4 		$300K Buy
6,320
+57
+0.9% +$2.71K 0.05% 145
2022
Q3 		$277K Hold
6,263
– – 0.05% 142
2022
Q2 		$299K Buy
6,263
+157
+3% +$8.36K 0.05% 140
2022
Q1 		$355K Buy
+6,106
New +$362K 0.06% 126

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PDS Planning's EMXC Position: Q1 2026 in Review

PDS Planning reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 14% in Q1 2026, selling an estimated $83.5K and leaving 6,340 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #268.

PDS Planning first reported a position in EMXC in Q1 2022 and has held it in 16 quarters since. The position peaked at $536K in Q4 2025. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • PDS Planning held 6,340 shares of iShares MSCI Emerging Markets ex China ETF worth $499K as of Q1 2026.
  • PDS Planning sold 1,038 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $83.5K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.03% of PDS Planning's portfolio in Q1 2026, its #268 holding.
  • PDS Planning first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2022 and has held it in 16 quarters since.
  • PDS Planning's iShares MSCI Emerging Markets ex China ETF position peaked at $536K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.