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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
2026
Q2 		$20.4K Sell
351
-31
-8% -$1.7K 0.01% 395
2026
Q1 		$18.3K Sell
382
-15
-4% -$741 0.01% 369
2025
Q4 		$18.5K Hold
397
– – 0.01% 380
2025
Q3 		$18K Buy
+397
New +$17.4K 0.01% 363

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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EMXF Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 8.1% in Q2 2026, selling an estimated $1.7K and leaving 351 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #395.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EMXF in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 351 shares of iShares ESG Advanced MSCI EM ETF worth $20.4K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 31 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $1.7K.
  • iShares ESG Advanced MSCI EM ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #395 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.