TFO Wealth Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

TFO Wealth Partners’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	$833K	Buy	10,595 +88	+0.8%	+$7.08K	0.11%	42
2025 Q4	$764K	Hold	10,507	–	–	0.11%	36
2025 Q3	$709K	Hold	10,507	–	–	0.12%	34
2025 Q2	$663K	Sell	10,507 -6,785	-39%	-$395K	0.12%	30
2025 Q1	$953K	Buy	17,292 +8,985	+108%	+$504K	0.19%	24
2024 Q4	$461K	Hold	8,307	–	–	0.22%	9
2024 Q3	$508K	Buy	8,307 +45	+0.5%	+$2.7K	0.09%	29
2024 Q2	$489K	Hold	8,262	–	–	0.1%	29
2024 Q1	$476K	Hold	8,262	–	–	0.09%	27
2023 Q4	$458K	Hold	8,262	–	–	0.09%	28
2023 Q3	$429K	Hold	8,262	–	–	0.09%	31
2023 Q2	$429K	Hold	8,262	–	–	0.09%	29
2023 Q1	$408K	Buy	+8,262	New	+$408K	0.09%	29
2022 Q3	–	Sell	-6,381	Closed	-$305K	–	244
2022 Q2	$305K	Buy	6,381 +1,504	+31%	+$80.1K	0.07%	33
2022 Q1	$284K	Sell	4,877 -2,009	-29%	-$119K	0.06%	37
2021 Q4	$408K	Hold	6,886	–	–	0.08%	27
2021 Q3	$418K	Buy	+6,886	New	+$424K	0.08%	26

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

TFO Wealth Partners's EMXC Position: Q1 2026 in Review

TFO Wealth Partners increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 0.84% in Q1 2026, buying an estimated $7.08K and bringing the position to 10,595 shares worth $833K. The position accounts for 0.11% of the portfolio, ranked #42.

TFO Wealth Partners first reported a position in EMXC in Q3 2021 and has held it in 17 quarters since. The position peaked at $953K in Q1 2025. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

TFO Wealth Partners held 10,595 shares of iShares MSCI Emerging Markets ex China ETF worth $833K as of Q1 2026.
TFO Wealth Partners bought 88 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $7.08K.
iShares MSCI Emerging Markets ex China ETF made up 0.11% of TFO Wealth Partners's portfolio in Q1 2026, its #42 holding.
TFO Wealth Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2021 and has held it in 17 quarters since.
TFO Wealth Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $953K in Q1 2025.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.