EMXC — ISHARES INC

Ownership history in Peninsula Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Peninsula Wealth, LLC reported a position in ISHARES INC (EMXC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.81% (2024 Q2)
Avg. % of fund
1.92%
First filed
2023 Q4
Last filed
2024 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 190,646 -61,864 -24.5% 1.80% $10.6M $53.78
2024 Q3 ADDED 252,510 +9,120 +3.7% 2.68% $15.3M $58.26
2024 Q2 ADDED 243,390 +208,276 +593.1% 2.81% $15.1M $56.44
2023 Q4 INITIATED 35,114 — — 0.40% $1.9M —
% of Fund (quarterly)    EMXC price (monthly, adj. close)

Other funds also holding EMXC

As of 2025 Q4 — sorted by position size

Myriad Asset Management US LP 3Y 8.74% Trail Ridge Investment Advisors, LLC 3Y 7.58% Johns Hopkins University 3Y 7.54% Seascape Capital Management 3Y 7Y 6.64% Cardinal Strategic Wealth Guidance 3Y 6.43% BEAM WEALTH ADVISORS, INC. 3Y 6.33% Carr Financial Group Corp 3Y 6.29% Eagle Bluffs Wealth Management LLC 3Y 5.9% Richard Bernstein Advisors LLC 3Y 7Y 5.78% Randall & Associates Wealth Management 5.41%
← Back to Peninsula Wealth, LLC Holdings