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 Q2	$6.47M	Buy	63,292 +16,415	+35%	+$1.55M	0.96%	24
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 $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

Vertex Planning Partners's EMXC Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 35% in Q2 2026, buying an estimated $1.55M and bringing the position to 63,292 shares worth $6.47M. The position accounts for 0.96% of the portfolio, ranked #24.

Vertex Planning Partners first reported a position in EMXC in Q4 2022 and has held it in 15 quarters since. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Vertex Planning Partners held 63,292 shares of iShares MSCI Emerging Markets ex China ETF worth $6.47M as of Q2 2026.
Vertex Planning Partners bought 16,415 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $1.55M.
iShares MSCI Emerging Markets ex China ETF made up 0.96% of Vertex Planning Partners's portfolio in Q2 2026, its #24 holding.
Vertex Planning Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2022 and has held it in 15 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.