Planning Strategies
EMXC icon

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

Planning Strategies’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 		$3.39M Buy
34,261
+1,477
+5% +$143K 2.01% 13
2026
Q2 		$3.35M Buy
+32,784
New +$3.09M 2.09% 12

Other funds holding EMXC

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Planning Strategies's EMXC Position: Q3 2026 in Review

Planning Strategies increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.5% in Q3 2026, buying an estimated $143K and bringing the position to 34,261 shares worth $3.39M. The position accounts for 2.01% of the portfolio, ranked #13.

Planning Strategies first reported a position in EMXC in Q2 2026 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

  • Planning Strategies held 34,261 shares of iShares MSCI Emerging Markets ex China ETF worth $3.39M as of Q3 2026.
  • Planning Strategies bought 1,477 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $143K.
  • iShares MSCI Emerging Markets ex China ETF made up 2.01% of Planning Strategies's portfolio in Q3 2026, its #13 holding.
  • Planning Strategies first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2026 and has held it in 2 quarters since.
  • 921 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.