EI
EMXF icon

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

Ethic Inc’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
-6,663
Closed -$256K – 1244
2025
Q1 		$256K Buy
+6,663
New +$255K 0.01% 995

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 $4.35B 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 $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

Ethic Inc's EMXF Position: Q2 2025 in Review

Ethic Inc sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q2 2025, closing a stake of 6,663 shares — an estimated $256K sold.

Ethic Inc first reported a position in EMXF in Q1 2025 and held it in 1 quarter. The position peaked at $256K in Q1 2025. 46 funds tracked by Wall St. Rank hold EMXF as of Q2 2025.

  • Ethic Inc reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
  • Ethic Inc sold 6,663 iShares ESG Advanced MSCI EM ETF shares in Q2 2025, an estimated $256K.
  • Ethic Inc first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2025 and held it in 1 quarter.
  • Ethic Inc's iShares ESG Advanced MSCI EM ETF position peaked at $256K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2025.

Based on Ethic Inc's 13F filing for Q2 2025, filed 30 Jul 2025.