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Coldstream Capital Management’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-1,750
Closed -$66.9K – 1774
2025
Q1 		$66.9K Buy
+1,750
New +$67K ﹤0.01% 1550

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Coldstream Capital Management's EMXF Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q2 2025, closing a stake of 1,750 shares — an estimated $66.9K sold.

Coldstream Capital Management first reported a position in EMXF in Q1 2025 and held it in 1 quarter. The position peaked at $66.9K in Q1 2025. 46 funds tracked by Wall St. Rank hold EMXF as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,750 iShares ESG Advanced MSCI EM ETF shares in Q2 2025, an estimated $66.9K.
  • Coldstream Capital Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares ESG Advanced MSCI EM ETF position peaked at $66.9K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.