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
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 $108B AUM 26.14% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return