Perigon Wealth Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Perigon Wealth Management’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	$9.06M	Sell	88,593 -12,143	-12%	-$1.15M	0.14%	144
2026 Q1	$7.92M	Buy	100,736 +9,667	+11%	+$777K	0.14%	142
2025 Q4	$6.62M	Sell	91,069 -8,251	-8%	-$585K	0.12%	159
2025 Q3	$6.71M	Buy	99,320 +4,746	+5%	+$307K	0.14%	148
2025 Q2	$5.97M	Sell	94,574 -75,647	-44%	-$4.4M	0.14%	147
2025 Q1	$9.38M	Sell	170,221 -35,201	-17%	-$1.97M	0.24%	98
2024 Q4	$11.5M	Buy	205,422 +35,912	+21%	+$2.11M	0.28%	78
2024 Q3	$10.4M	Buy	169,510 +42,202	+33%	+$2.53M	0.27%	76
2024 Q2	$7.54M	Buy	127,308 +6,400	+5%	+$369K	0.22%	93
2024 Q1	$6.96M	Buy	120,908 +61,265	+103%	+$3.41M	0.21%	108
2023 Q4	$3.3M	Buy	+59,643	New	+$3.07M	0.11%	167

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

Perigon Wealth Management's EMXC Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 12% in Q2 2026, selling an estimated $1.15M and leaving 88,593 shares worth $9.06M. The position accounts for 0.14% of the portfolio, ranked #144.

Perigon Wealth Management first reported a position in EMXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Perigon Wealth Management held 88,593 shares of iShares MSCI Emerging Markets ex China ETF worth $9.06M as of Q2 2026.
Perigon Wealth Management sold 12,143 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $1.15M.
iShares MSCI Emerging Markets ex China ETF made up 0.14% of Perigon Wealth Management's portfolio in Q2 2026, its #144 holding.
Perigon Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 11 quarters since.
Perigon Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $11.5M in Q4 2024.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.