CWM
EMXF icon

Congress Wealth Management’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Congress Wealth 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 		$511K Buy
11,916
+1,343
+13% +$53.5K 0.01% 920
2025
Q1 		$404K Buy
10,573
+1,263
+14% +$48.4K ﹤0.01% 872
2024
Q4 		$347K Buy
9,310
+55
+0.6% +$2.16K ﹤0.01% 730
2024
Q3 		$375K Sell
9,255
-987
-10% -$37.2K 0.01% 692
2024
Q2 		$376K Sell
10,242
-1,437
-12% -$52.2K 0.01% 578
2024
Q1 		$416K Buy
11,679
+138
+1% +$4.81K 0.01% 466
2023
Q4 		$410K Buy
11,541
+1,511
+15% +$51.9K 0.01% 493
2023
Q3 		$340K Buy
10,030
+2,291
+30% +$81.2K 0.01% 507
2023
Q2 		$275K Buy
7,739
+258
+3% +$9.03K 0.01% 494
2023
Q1 		$262K Buy
7,481
+1,383
+23% +$49.2K 0.01% 502
2022
Q4 		$208K Buy
+6,098
New +$203K 0.01% 532

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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 $238M AUM 16.99% 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 $759M AUM 18.75% 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

Congress Wealth Management's EMXF Position: Q2 2025 in Review

Congress Wealth Management increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 13% in Q2 2025, buying an estimated $53.5K and bringing the position to 11,916 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #920.

Congress Wealth Management first reported a position in EMXF in Q4 2022 and has held it in 11 quarters since. 46 funds tracked by Wall St. Rank hold EMXF as of Q2 2025.

  • Congress Wealth Management held 11,916 shares of iShares ESG Advanced MSCI EM ETF worth $511K as of Q2 2025.
  • Congress Wealth Management bought 1,343 iShares ESG Advanced MSCI EM ETF shares in Q2 2025, an estimated $53.5K.
  • iShares ESG Advanced MSCI EM ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #920 holding.
  • Congress Wealth Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2022 and has held it in 11 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.