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 Q2	$374K	Sell	4,043 -302	-7%	-$28.5K	0.02%	394
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 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

Triad Wealth Partners's EMXC Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 7% in Q2 2026, selling an estimated $28.5K and leaving 4,043 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #394.

Triad Wealth Partners first reported a position in EMXC in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.41M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Triad Wealth Partners held 4,043 shares of iShares MSCI Emerging Markets ex China ETF worth $374K as of Q2 2026.
Triad Wealth Partners sold 302 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $28.5K.
iShares MSCI Emerging Markets ex China ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #394 holding.
Triad Wealth Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2024 and has held it in 8 quarters since.
Triad Wealth Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $4.41M in Q4 2024.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.