KW
EMXF icon

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

KWB Wealth’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 		$222K Sell
3,823
-2,185
-36% -$120K 0.02% 161
2026
Q1 		$280K Sell
6,008
-381
-6% -$18.8K 0.03% 143
2025
Q4 		$297K Buy
+6,389
New +$297K 0.03% 149

Other funds holding EMXF

CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

KWB Wealth's EMXF Position: Q2 2026 in Review

KWB Wealth reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 36% in Q2 2026, selling an estimated $120K and leaving 3,823 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #161.

KWB Wealth first reported a position in EMXF in Q4 2025 and has held it in 3 quarters since. The position peaked at $297K in Q4 2025. 7 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • KWB Wealth held 3,823 shares of iShares ESG Advanced MSCI EM ETF worth $222K as of Q2 2026.
  • KWB Wealth sold 2,185 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $120K.
  • iShares ESG Advanced MSCI EM ETF made up 0.02% of KWB Wealth's portfolio in Q2 2026, its #161 holding.
  • KWB Wealth first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • KWB Wealth's iShares ESG Advanced MSCI EM ETF position peaked at $297K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.