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

Gould 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 Q1	$600K	Sell	12,550 -475	-4%	-$23.5K	0.1%	97
2025 Q4	$606K	Hold	13,025	–	–	0.11%	90
2025 Q3	$590K	Hold	13,025	–	–	0.11%	93
2025 Q2	$558K	Hold	13,025	–	–	0.11%	96
2025 Q1	$498K	Hold	13,025	–	–	0.1%	101
2024 Q4	$485K	Hold	13,025	–	–	0.1%	100
2024 Q3	$528K	Hold	13,025	–	–	0.11%	94
2024 Q2	$478K	Hold	13,025	–	–	0.11%	93
2024 Q1	$464K	Buy	13,025 +2,925	+29%	+$102K	0.11%	96
2023 Q4	$359K	Buy	10,100 +3,425	+51%	+$118K	0.09%	113
2023 Q3	$226K	Buy	6,675 +825	+14%	+$29.2K	0.06%	126
2023 Q2	$208K	Hold	5,850	–	–	0.06%	143
2023 Q1	$205K	Buy	+5,850	New	+$208K	0.06%	142

Other funds holding EMXF

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return

VAF

Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

APW

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Gould Asset Management's EMXF Position: Q1 2026 in Review

Gould Asset Management reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 3.6% in Q1 2026, selling an estimated $23.5K and leaving 12,550 shares worth $600K. The position accounts for 0.1% of the portfolio, ranked #97.

Gould Asset Management first reported a position in EMXF in Q1 2023 and has held it in 13 quarters since. The position peaked at $606K in Q4 2025. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

Gould Asset Management held 12,550 shares of iShares ESG Advanced MSCI EM ETF worth $600K as of Q1 2026.
Gould Asset Management sold 475 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $23.5K.
iShares ESG Advanced MSCI EM ETF made up 0.1% of Gould Asset Management's portfolio in Q1 2026, its #97 holding.
Gould Asset Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2023 and has held it in 13 quarters since.
Gould Asset Management's iShares ESG Advanced MSCI EM ETF position peaked at $606K in Q4 2025.
57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.