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

WealthPLAN 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
2025
Q2 		– Sell
-17,256
Closed -$951K – 259
2025
Q1 		$951K Sell
17,256
-549
-3% -$30.8K 0.13% 130
2024
Q4 		$987K Buy
17,805
+351
+2% +$20.6K 0.14% 125
2024
Q3 		$1.07M Buy
17,454
+5,513
+46% +$331K 0.14% 122
2024
Q2 		$707K Sell
11,941
-41,048
-77% -$2.36M 0.08% 167
2024
Q1 		$3.05M Buy
52,989
+7,971
+18% +$443K 0.32% 96
2023
Q4 		$2.49M Buy
+45,018
New +$2.32M 0.26% 101

Other funds holding EMXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return