MAI Capital Management’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

MAI Capital 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 Q2	$573K	Buy	9,895 +295	+3%	+$16.2K	﹤0.01%	1238
2026 Q1	$459K	Buy	9,600 +1,260	+15%	+$62.2K	﹤0.01%	1060
2025 Q4	$388K	Buy	8,340 +476	+6%	+$22.1K	﹤0.01%	1058
2025 Q3	$356K	Buy	7,864 +448	+6%	+$19.7K	﹤0.01%	1043
2025 Q2	$318K	Sell	7,416 -219	-3%	-$8.72K	﹤0.01%	989
2025 Q1	$292K	Buy	7,635 +534	+8%	+$20.5K	﹤0.01%	988
2024 Q4	$265K	Buy	+7,101	New	+$279K	﹤0.01%	1040
2023 Q4	–	Sell	-5,981	Closed	-$203K	–	1133
2023 Q3	$203K	Buy	+5,981	New	+$212K	﹤0.01%	964
2022 Q2	–	Sell	-5,748	Closed	-$236K	–	923
2022 Q1	$236K	Buy	+5,748	New	+$241K	﹤0.01%	769
2021 Q4	–	Sell	-5,147	Closed	-$223K	–	941
2021 Q3	$223K	Buy	+5,147	New	+$229K	﹤0.01%	696

Other funds holding EMXF

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 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

MAI Capital Management's EMXF Position: Q2 2026 in Review

MAI Capital Management increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 3.1% in Q2 2026, buying an estimated $16.2K and bringing the position to 9,895 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

MAI Capital Management first reported a position in EMXF in Q3 2021 and has held it in 10 quarters since. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

MAI Capital Management held 9,895 shares of iShares ESG Advanced MSCI EM ETF worth $573K as of Q2 2026.
MAI Capital Management bought 295 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $16.2K.
iShares ESG Advanced MSCI EM ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1238 holding.
MAI Capital Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2021 and has held it in 10 quarters since.
65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.