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

Birchbrook’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	$1.66K	Sell	29 -14	-33%	-$794	﹤0.01%	260
2026 Q2	$2.49K	Hold	43	–	–	﹤0.01%	262
2026 Q1	$2.06K	Hold	43	–	–	﹤0.01%	256
2025 Q4	$2K	Hold	43	–	–	﹤0.01%	265
2025 Q3	$1.95K	Hold	43	–	–	﹤0.01%	238
2025 Q2	$1.84K	Hold	43	–	–	﹤0.01%	242
2025 Q1	$1.64K	Sell	43 -28	-39%	-$1.07K	﹤0.01%	239
2024 Q4	$2.65K	Hold	71	–	–	﹤0.01%	251
2024 Q3	$2.88K	Sell	71 -6	-8%	-$226	﹤0.01%	233
2024 Q2	$2.83K	Hold	77	–	–	﹤0.01%	233
2024 Q1	$2.74K	Hold	77	–	–	﹤0.01%	241
2023 Q4	$2.73K	Buy	+77	New	+$2.64K	﹤0.01%	267

Other funds holding EMXF

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Birchbrook's EMXF Position: Q3 2026 in Review

Birchbrook reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 33% in Q3 2026, selling an estimated $794 and leaving 29 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Birchbrook first reported a position in EMXF in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.88K in Q3 2024. 9 funds tracked by Wall St. Rank hold EMXF as of Q3 2026.

Birchbrook held 29 shares of iShares ESG Advanced MSCI EM ETF worth $1.66K as of Q3 2026.
Birchbrook sold 14 iShares ESG Advanced MSCI EM ETF shares in Q3 2026, an estimated $794.
iShares ESG Advanced MSCI EM ETF made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #260 holding.
Birchbrook first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's iShares ESG Advanced MSCI EM ETF position peaked at $2.88K in Q3 2024.
9 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.