KWB Wealth
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
Q3 		– Sell
-3,823
Closed -$222K – 180
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

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

KWB Wealth's EMXF Position: Q3 2026 in Review

KWB Wealth sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q3 2026, closing a stake of 3,823 shares — an estimated $222K sold.

KWB Wealth first reported a position in EMXF in Q4 2025 and held it in 3 quarters. The position peaked at $297K in Q4 2025. 9 funds tracked by Wall St. Rank hold EMXF as of Q3 2026.

  • KWB Wealth reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q3 2026 after selling out during the quarter.
  • KWB Wealth sold 3,823 iShares ESG Advanced MSCI EM ETF shares in Q3 2026, an estimated $222K.
  • KWB Wealth first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2025 and held it in 3 quarters.
  • KWB Wealth's iShares ESG Advanced MSCI EM ETF position peaked at $297K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.