IWA
EMXF icon

Invera Wealth Advisors’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Invera Wealth Advisors’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 		$5.74M Sell
98,999
-7,783
-7% -$427K 3.08% 6
2026
Q1 		$5.11M Buy
106,782
+763
+0.7% +$37.7K 3.28% 5
2025
Q4 		$4.93M Sell
106,019
-2,379
-2% -$110K 3.12% 8
2025
Q3 		$4.91M Sell
108,398
-1,947
-2% -$85.4K 3.02% 10
2025
Q2 		$4.73M Sell
110,345
-2,392
-2% -$95.3K 3.09% 9
2025
Q1 		$4.31M Sell
112,737
-2,403
-2% -$92K 2.79% 8
2024
Q4 		$4.4M Buy
115,140
+2,032
+2% +$79.9K 4.36% 9
2024
Q3 		$4.6M Buy
113,108
+1,874
+2% +$70.6K 4.58% 8
2024
Q2 		$4.22M Buy
111,234
+1,961
+2% +$71.2K 4.33% 10
2024
Q1 		$3.76M Buy
109,273
+8,383
+8% +$292K 3.19% 11
2023
Q4 		$3.58M Buy
+100,890
New +$3.46M 2.24% 13

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 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
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 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
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invera Wealth Advisors's EMXF Position: Q2 2026 in Review

Invera Wealth Advisors reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 7.3% in Q2 2026, selling an estimated $427K and leaving 98,999 shares worth $5.74M. The position accounts for 3.08% of the portfolio, ranked #6.

Invera Wealth Advisors first reported a position in EMXF in Q4 2023 and has held it in 11 quarters since. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • Invera Wealth Advisors held 98,999 shares of iShares ESG Advanced MSCI EM ETF worth $5.74M as of Q2 2026.
  • Invera Wealth Advisors sold 7,783 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $427K.
  • iShares ESG Advanced MSCI EM ETF made up 3.08% of Invera Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Invera Wealth Advisors first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2023 and has held it in 11 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.