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EMXF icon

Atlantic Private Wealth’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Atlantic Private Wealth’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
Q2 		$1.74M Sell
29,966
-3,819
-11% -$209K 1.06% 16
2026
Q1 		$1.62M Sell
33,785
-114
-0.3% -$5.63K 1.06% 17
2025
Q4 		$1.58M Buy
33,899
+3
+0% +$139 1.01% 17
2025
Q3 		$1.53M Buy
33,896
+10
+0% +$439 0.99% 17
2025
Q2 		$1.45M Buy
33,886
+29
+0.1% +$1.16K 0.97% 18
2025
Q1 		$1.29M Buy
33,857
+16
+0% +$613 0.96% 20
2024
Q4 		$1.26M Buy
33,841
+2
+0% +$79 0.95% 17
2024
Q3 		$1.37M Buy
33,839
+3,144
+10% +$118K 1.04% 18
2024
Q2 		$1.13M Buy
30,695
+184
+0.6% +$6.68K 0.92% 19
2024
Q1 		$1.09M Hold
30,511
– – 0.9% 16
2023
Q4 		$1.08M Buy
30,511
+1
+0% +$34 0.97% 16
2023
Q3 		$1.03M Hold
30,510
– – 1.04% 14
2023
Q2 		$1.08M Buy
30,510
+212
+0.7% +$7.42K 1.1% 14
2023
Q1 		$1.06M Buy
30,298
+2,734
+10% +$97.3K 1.12% 15
2022
Q4 		$939K Buy
27,564
+85
+0.3% +$2.83K 1.01% 16
2022
Q3 		$870K Hold
27,479
– – 0.98% 14
2022
Q2 		$1M Buy
27,479
+12,157
+79% +$459K 1.03% 13
2022
Q1 		$628K Hold
15,322
– – 0.59% 18
2021
Q4 		$660K Buy
+15,322
New +$671K 0.58% 17

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Atlantic Private Wealth's EMXF Position: Q2 2026 in Review

Atlantic Private Wealth reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 11% in Q2 2026, selling an estimated $209K and leaving 29,966 shares worth $1.74M. The position accounts for 1.06% of the portfolio, ranked #16.

Atlantic Private Wealth first reported a position in EMXF in Q4 2021 and has held it in 19 quarters since. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • Atlantic Private Wealth held 29,966 shares of iShares ESG Advanced MSCI EM ETF worth $1.74M as of Q2 2026.
  • Atlantic Private Wealth sold 3,819 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $209K.
  • iShares ESG Advanced MSCI EM ETF made up 1.06% of Atlantic Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Atlantic Private Wealth first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2021 and has held it in 19 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.