Envestnet Asset Management
EMXF icon

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

Envestnet 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 		$263K Buy
+4,547
New +$249K ﹤0.01% 4502
2025
Q4 		– Sell
-11,551
Closed -$523K – 4521
2025
Q3 		$523K Sell
11,551
-796
-6% -$34.9K ﹤0.01% 3729
2025
Q2 		$529K Buy
12,347
+2,085
+20% +$83.1K ﹤0.01% 3645
2025
Q1 		$392K Sell
10,262
-361
-3% -$13.8K ﹤0.01% 3766
2024
Q4 		$396K Buy
10,623
+157
+2% +$6.17K ﹤0.01% 3720
2024
Q3 		$424K Sell
10,466
-513
-5% -$19.3K ﹤0.01% 3620
2024
Q2 		$403K Buy
10,979
+2,134
+24% +$77.5K ﹤0.01% 3567
2024
Q1 		$315K Buy
8,845
+120
+1% +$4.18K ﹤0.01% 3704
2023
Q4 		$310K Buy
8,725
+763
+10% +$26.2K ﹤0.01% 3605
2023
Q3 		$270K Buy
7,962
+89
+1% +$3.15K ﹤0.01% 3580
2023
Q2 		$279K Buy
7,873
+604
+8% +$21.1K ﹤0.01% 3525
2023
Q1 		$255K Buy
7,269
+639
+10% +$22.7K ﹤0.01% 3529
2022
Q4 		$226K Buy
+6,630
New +$221K ﹤0.01% 3612

Other funds holding EMXF

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
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
FA
Fairlight Advisors San Francisco, California $123M AUM
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

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

Envestnet Asset Management opened a new position in iShares ESG Advanced MSCI EM ETF (EMXF) in Q2 2026: 4,547 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #4502 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in EMXF as recently as Q3 2025.

Envestnet Asset Management first reported a position in EMXF in Q4 2022 and has held it in 13 quarters since. The position peaked at $529K in Q2 2025. 28 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • Envestnet Asset Management held 4,547 shares of iShares ESG Advanced MSCI EM ETF worth $263K as of Q2 2026.
  • iShares ESG Advanced MSCI EM ETF was a new Envestnet Asset Management position in Q2 2026.
  • iShares ESG Advanced MSCI EM ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4502 holding.
  • Envestnet Asset Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2022 and has held it in 13 quarters since.
  • Envestnet Asset Management's iShares ESG Advanced MSCI EM ETF position peaked at $529K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.