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Belpointe Asset Management’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Belpointe Asset Management’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 		$239K Sell
4,128
-2,590
-39% -$142K 0.01% 983
2026
Q1 		$321K Buy
+6,718
New +$332K 0.01% 835

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
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 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

Belpointe Asset Management's EMXF Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 39% in Q2 2026, selling an estimated $142K and leaving 4,128 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #983.

Belpointe Asset Management first reported a position in EMXF in Q1 2026 and has held it in 2 quarters since. The position peaked at $321K in Q1 2026. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • Belpointe Asset Management held 4,128 shares of iShares ESG Advanced MSCI EM ETF worth $239K as of Q2 2026.
  • Belpointe Asset Management sold 2,590 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $142K.
  • iShares ESG Advanced MSCI EM ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #983 holding.
  • Belpointe Asset Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2026 and has held it in 2 quarters since.
  • Belpointe Asset Management's iShares ESG Advanced MSCI EM ETF position peaked at $321K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.