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

Perennial 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 Q2	$2.81M	Buy	27,427 +1,886	+7%	+$178K	0.19%	108
2026 Q1	$2.01M	Buy	25,541 +4,981	+24%	+$401K	0.16%	113
2025 Q4	$1.49M	Sell	20,560 -165	-0.8%	-$11.7K	0.12%	142
2025 Q3	$1.4M	Sell	20,725 -17,344	-46%	-$1.12M	0.12%	145
2025 Q2	$2.4M	Sell	38,069 -120,675	-76%	-$7.02M	0.23%	88
2025 Q1	$8.75M	Buy	158,744 +67,339	+74%	+$3.78M	0.98%	21
2024 Q4	$5.07M	Buy	91,405 +83,091	+999%	+$4.88M	0.6%	34
2024 Q3	$508K	Buy	+8,314	New	+$499K	0.07%	209

Other funds holding EMXC

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Perennial Investment Advisors's EMXC Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 7.4% in Q2 2026, buying an estimated $178K and bringing the position to 27,427 shares worth $2.81M. The position accounts for 0.19% of the portfolio, ranked #108.

Perennial Investment Advisors first reported a position in EMXC in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.75M in Q1 2025. 1,014 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Perennial Investment Advisors held 27,427 shares of iShares MSCI Emerging Markets ex China ETF worth $2.81M as of Q2 2026.
Perennial Investment Advisors bought 1,886 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $178K.
iShares MSCI Emerging Markets ex China ETF made up 0.19% of Perennial Investment Advisors's portfolio in Q2 2026, its #108 holding.
Perennial Investment Advisors first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2024 and has held it in 8 quarters since.
Perennial Investment Advisors's iShares MSCI Emerging Markets ex China ETF position peaked at $8.75M in Q1 2025.
1,014 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.