Perigon Wealth Management
EMXC icon

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
Q3 		$8.38M Sell
84,576
-4,017
-5% -$389K 0.13% 143
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

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Perigon Wealth Management's EMXC Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.5% in Q3 2026, selling an estimated $389K and leaving 84,576 shares worth $8.38M. The position accounts for 0.13% of the portfolio, ranked #143.

Perigon Wealth Management first reported a position in EMXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.5M in Q4 2024. 310 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Perigon Wealth Management held 84,576 shares of iShares MSCI Emerging Markets ex China ETF worth $8.38M as of Q3 2026.
  • Perigon Wealth Management sold 4,017 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $389K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.13% of Perigon Wealth Management's portfolio in Q3 2026, its #143 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 12 quarters since.
  • Perigon Wealth Management's iShares MSCI Emerging Markets ex China ETF position peaked at $11.5M in Q4 2024.
  • 310 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.