Vertex Planning Partners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Vertex Planning 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	$3.69M	Sell	46,877 -2,248	-5%	-$181K	0.72%	29
2025 Q4	$3.57M	Buy	49,125 +334	+0.7%	+$23.7K	0.83%	28
2025 Q3	$3.29M	Buy	48,791 +299	+0.6%	+$19.3K	0.63%	37
2025 Q2	$3.06M	Sell	48,492 -52,240	-52%	-$3.04M	0.64%	35
2025 Q1	$5.55M	Buy	100,732 +25,425	+34%	+$1.43M	1.21%	21
2024 Q4	$4.18M	Sell	75,307 -64	-0.1%	-$3.76K	0.92%	26
2024 Q3	$4.61M	Buy	75,371 +8,165	+12%	+$490K	1.1%	22
2024 Q2	$3.98M	Sell	67,206 -3,053	-4%	-$176K	1.03%	20
2024 Q1	$4.04M	Buy	70,259 +9,361	+15%	+$521K	1.12%	16
2023 Q4	$3.37M	Buy	60,898 +55,304	+989%	+$2.85M	1%	14
2023 Q3	$279K	Sell	5,594 -124	-2%	-$6.43K	0.1%	108
2023 Q2	$297K	Buy	5,718 +158	+3%	+$8.01K	0.1%	107
2023 Q1	$274K	Hold	5,560	–	–	0.1%	101
2022 Q4	$264K	Buy	+5,560	New	+$265K	0.1%	120

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

Vertex Planning Partners's EMXC Position: Q1 2026 in Review

Vertex Planning Partners reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.6% in Q1 2026, selling an estimated $181K and leaving 46,877 shares worth $3.69M. The position accounts for 0.72% of the portfolio, ranked #29.

Vertex Planning Partners first reported a position in EMXC in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.55M in Q1 2025. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Vertex Planning Partners held 46,877 shares of iShares MSCI Emerging Markets ex China ETF worth $3.69M as of Q1 2026.
Vertex Planning Partners sold 2,248 iShares MSCI Emerging Markets ex China ETF shares in Q1 2026, an estimated $181K.
iShares MSCI Emerging Markets ex China ETF made up 0.72% of Vertex Planning Partners's portfolio in Q1 2026, its #29 holding.
Vertex Planning Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and has held it in 14 quarters since.
Vertex Planning Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $5.55M in Q1 2025.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.