Spectrum Planning & Advisory Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Spectrum Planning & Advisory Services’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	$1.03M	Sell	10,050 -4,638	-32%	-$438K	0.46%	43
2026 Q1	$1.16M	Sell	14,688 -4,811	-25%	-$387K	0.57%	37
2025 Q4	$1.42M	Buy	19,499 +232	+1%	+$16.5K	0.73%	33
2025 Q3	$1.3M	Sell	19,267 -37,334	-66%	-$2.41M	0.73%	34
2025 Q2	$3.57M	Sell	56,601 -365	-0.6%	-$21.2K	2.31%	12
2025 Q1	$3.14M	Buy	56,966 +13,165	+30%	+$739K	2.61%	11
2024 Q4	$2.43M	Sell	43,801 -3,166	-7%	-$186K	2.11%	13
2024 Q3	$2.87M	Buy	46,967 +16,992	+57%	+$1.02M	2.76%	10
2024 Q2	$1.77M	Buy	+29,975	New	+$1.73M	1.71%	17
2023 Q4	$693K	Buy	+12,503	New	+$644K	0.98%	23

Other funds holding EMXC

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Spectrum Planning & Advisory Services's EMXC Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 32% in Q2 2026, selling an estimated $438K and leaving 10,050 shares worth $1.03M. The position accounts for 0.46% of the portfolio, ranked #43.

Spectrum Planning & Advisory Services first reported a position in EMXC in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.57M in Q2 2025. 181 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Spectrum Planning & Advisory Services held 10,050 shares of iShares MSCI Emerging Markets ex China ETF worth $1.03M as of Q2 2026.
Spectrum Planning & Advisory Services sold 4,638 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $438K.
iShares MSCI Emerging Markets ex China ETF made up 0.46% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #43 holding.
Spectrum Planning & Advisory Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 10 quarters since.
Spectrum Planning & Advisory Services's iShares MSCI Emerging Markets ex China ETF position peaked at $3.57M in Q2 2025.
181 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.