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 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 $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

Perigon Wealth Management's EMXC Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 11% in Q1 2026, buying an estimated $777K and bringing the position to 100,736 shares worth $7.92M. The position accounts for 0.14% of the portfolio, ranked #142.

Perigon Wealth Management first reported a position in EMXC in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.5M in Q4 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Perigon Wealth Management held 100,736 shares of iShares MSCI Emerging Markets ex China ETF worth $7.92M as of Q1 2026.
Perigon Wealth Management bought 9,667 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $777K.
iShares MSCI Emerging Markets ex China ETF made up 0.14% of Perigon Wealth Management's portfolio in Q1 2026, its #142 holding.
Perigon Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 10 quarters since.
Perigon Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $11.5M in Q4 2024.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.