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

Triad 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 		$342K Sell
4,345
-709
-14% -$57K 0.03% 364
2025
Q4 		$367K Sell
5,054
-442
-8% -$31.4K 0.03% 338
2025
Q3 		$371K Sell
5,496
-1,589
-22% -$103K 0.05% 247
2025
Q2 		$447K Sell
7,085
-61,804
-90% -$3.6M 0.09% 169
2025
Q1 		$3.8M Sell
68,889
-10,589
-13% -$594K 1.18% 20
2024
Q4 		$4.41M Buy
79,478
+45,265
+132% +$2.66M 1.59% 14
2024
Q3 		$2.09M Buy
+34,213
New +$2.05M 1.11% 29

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Triad Wealth Partners reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 14% in Q1 2026, selling an estimated $57K and leaving 4,345 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #364.

Triad Wealth Partners first reported a position in EMXC in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.41M in Q4 2024. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

  • Triad Wealth Partners held 4,345 shares of iShares MSCI Emerging Markets ex China ETF worth $342K as of Q1 2026.
  • Triad Wealth Partners sold 709 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $57K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #364 holding.
  • Triad Wealth Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $4.41M in Q4 2024.
  • 926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.