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 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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return

VAF

Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Atlantic Private Wealth's EMXF Position: Q1 2026 in Review

Atlantic Private Wealth reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 0.34% in Q1 2026, selling an estimated $5.63K and leaving 33,785 shares worth $1.62M. The position accounts for 1.06% of the portfolio, ranked #17.

Atlantic Private Wealth first reported a position in EMXF in Q4 2021 and has held it in 18 quarters since. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

Atlantic Private Wealth held 33,785 shares of iShares ESG Advanced MSCI EM ETF worth $1.62M as of Q1 2026.
Atlantic Private Wealth sold 114 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $5.63K.
iShares ESG Advanced MSCI EM ETF made up 1.06% of Atlantic Private Wealth's portfolio in Q1 2026, its #17 holding.
Atlantic Private Wealth first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2021 and has held it in 18 quarters since.
57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.