WIM
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WealthPlan Investment Management’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

WealthPlan Investment Management’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 		$615K Sell
6,008
-575
-9% -$54.3K 0.03% 285
2026
Q1 		$518K Sell
6,583
-1,146
-15% -$92.1K 0.03% 293
2025
Q4 		$562K Sell
7,729
-245
-3% -$17.4K 0.04% 245
2025
Q3 		$538K Sell
7,974
-22,225
-74% -$1.44M 0.04% 222
2025
Q2 		$1.91M Buy
+30,199
New +$1.76M 0.14% 129

Other funds holding EMXC

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

WealthPlan Investment Management's EMXC Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 8.7% in Q2 2026, selling an estimated $54.3K and leaving 6,008 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #285.

WealthPlan Investment Management first reported a position in EMXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q2 2025. 398 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • WealthPlan Investment Management held 6,008 shares of iShares MSCI Emerging Markets ex China ETF worth $615K as of Q2 2026.
  • WealthPlan Investment Management sold 575 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $54.3K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #285 holding.
  • WealthPlan Investment Management first reported a position in iShares MSCI Emerging Markets ex China ETF in Q2 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's iShares MSCI Emerging Markets ex China ETF position peaked at $1.91M in Q2 2025.
  • 398 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.