Richard W. Paul & Associates’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Richard W. Paul & Associates’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	$674K	Sell	8,571 -361	-4%	-$29K	0.23%	108
2025 Q4	$649K	Sell	8,932 -1,793	-17%	-$127K	0.22%	107
2025 Q3	$724K	Sell	10,725 -222	-2%	-$14.3K	0.25%	94
2025 Q2	$691K	Sell	10,947 -2,948	-21%	-$172K	0.25%	95
2025 Q1	$765K	Sell	13,895 -547	-4%	-$30.7K	0.3%	85
2024 Q4	$801K	Sell	14,442 -903	-6%	-$53K	0.29%	94
2024 Q3	$938K	Sell	15,345 -1,483	-9%	-$89K	0.34%	84
2024 Q2	$996K	Sell	16,828 -6,583	-28%	-$379K	0.38%	65
2024 Q1	$1.35M	Sell	23,411 -5,996	-20%	-$334K	0.54%	45
2023 Q4	$1.63M	Sell	29,407 -318	-1%	-$16.4K	0.68%	34
2023 Q3	$1.48M	Sell	29,725 -1,460	-5%	-$75.8K	0.68%	33
2023 Q2	$1.62M	Sell	31,185 -904	-3%	-$45.8K	0.71%	39
2023 Q1	$1.58M	Buy	+32,089	New	+$1.58M	0.73%	37

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

Richard W. Paul & Associates's EMXC Position: Q1 2026 in Review

Richard W. Paul & Associates reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4% in Q1 2026, selling an estimated $29K and leaving 8,571 shares worth $674K. The position accounts for 0.23% of the portfolio, ranked #108.

Richard W. Paul & Associates first reported a position in EMXC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.63M in Q4 2023. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Richard W. Paul & Associates held 8,571 shares of iShares MSCI Emerging Markets ex China ETF worth $674K as of Q1 2026.
Richard W. Paul & Associates sold 361 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $29K.
iShares MSCI Emerging Markets ex China ETF made up 0.23% of Richard W. Paul & Associates's portfolio in Q1 2026, its #108 holding.
Richard W. Paul & Associates first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and has held it in 13 quarters since.
Richard W. Paul & Associates's iShares MSCI Emerging Markets ex China ETF position peaked at $1.63M in Q4 2023.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.