Principia Wealth Advisory’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Principia Wealth Advisory’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	$3.18M	Sell	31,119 -3,921	-11%	-$370K	1.58%	20
2026 Q1	$2.75M	Sell	35,040 -11,830	-25%	-$951K	1.56%	20
2025 Q4	$3.41M	Sell	46,870 -9,576	-17%	-$679K	2.13%	14
2025 Q3	$3.81M	Sell	56,446 -16,032	-22%	-$1.04M	2.63%	11
2025 Q2	$4.58M	Sell	72,478 -5,103	-7%	-$297K	3.87%	8
2025 Q1	$4.15M	Buy	77,581 +6,068	+8%	+$340K	3.98%	8
2024 Q4	$3.97M	Buy	+71,513	New	+$4.2M	3.72%	9

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

Principia Wealth Advisory's EMXC Position: Q2 2026 in Review

Principia Wealth Advisory reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 11% in Q2 2026, selling an estimated $370K and leaving 31,119 shares worth $3.18M. The position accounts for 1.58% of the portfolio, ranked #20.

Principia Wealth Advisory first reported a position in EMXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.58M in Q2 2025. 1,018 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Principia Wealth Advisory held 31,119 shares of iShares MSCI Emerging Markets ex China ETF worth $3.18M as of Q2 2026.
Principia Wealth Advisory sold 3,921 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $370K.
iShares MSCI Emerging Markets ex China ETF made up 1.58% of Principia Wealth Advisory's portfolio in Q2 2026, its #20 holding.
Principia Wealth Advisory first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's iShares MSCI Emerging Markets ex China ETF position peaked at $4.58M in Q2 2025.
1,018 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.