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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 $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthPLAN Partners's EMXC Position: Q2 2025 in Review

WealthPLAN Partners sold out of iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2025, closing a stake of 17,256 shares — an estimated $951K sold.

WealthPLAN Partners first reported a position in EMXC in Q4 2023 and held it in 6 quarters. The position peaked at $3.05M in Q1 2024. 831 funds tracked by Wall St. Rank hold EMXC as of Q2 2025.

  • WealthPLAN Partners reported no remaining iShares MSCI Emerging Markets ex China ETF position as of Q2 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 17,256 iShares MSCI Emerging Markets ex China ETF shares in Q2 2025, an estimated $951K.
  • WealthPLAN Partners first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and held it in 6 quarters.
  • WealthPLAN Partners's iShares MSCI Emerging Markets ex China ETF position peaked at $3.05M in Q1 2024.
  • 831 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2025.

Based on WealthPLAN Partners's 13F filing for Q2 2025, filed 28 Jul 2025.