AssetMark Inc
EMXF icon

AssetMark Inc’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

AssetMark Inc’s Portfolio EMXF Stock Details EMXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,171
Closed -$66.9K – 3805
2026
Q2 		$66.9K Buy
+1,171
New +$64.2K ﹤0.01% 1738

Other funds holding EMXF

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambridge Financial Group (Arizona)
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
Summit Wealth Group (Colorado)
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

AssetMark Inc's EMXF Position: Q3 2026 in Review

AssetMark Inc sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q3 2026, closing a stake of 1,171 shares — an estimated $66.9K sold.

AssetMark Inc first reported a position in EMXF in Q2 2026 and held it in 1 quarter. The position peaked at $66.9K in Q2 2026. 20 funds tracked by Wall St. Rank hold EMXF as of Q3 2026.

  • AssetMark Inc reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q3 2026 after selling out during the quarter.
  • AssetMark Inc sold 1,171 iShares ESG Advanced MSCI EM ETF shares in Q3 2026, an estimated $66.9K.
  • AssetMark Inc first reported a position in iShares ESG Advanced MSCI EM ETF in Q2 2026 and held it in 1 quarter.
  • AssetMark Inc's iShares ESG Advanced MSCI EM ETF position peaked at $66.9K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.