Planning Strategies Inc.’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Planning Strategies Inc.’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	$3.35M	Buy	+32,784	New	+$3.09M	2.09%	12

Other funds holding EMXC

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Planning Strategies Inc.'s EMXC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI Emerging Markets ex China ETF (EMXC) in Q2 2026: 32,784 shares worth $3.35M. The stake represents 2.09% of the portfolio and ranks #12 among its holdings.

398 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

Planning Strategies Inc. held 32,784 shares of iShares MSCI Emerging Markets ex China ETF worth $3.35M as of Q2 2026.
iShares MSCI Emerging Markets ex China ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares MSCI Emerging Markets ex China ETF made up 2.09% of Planning Strategies Inc.'s portfolio in Q2 2026, its #12 holding.
398 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.