MCM
EMXF icon

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
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
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
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 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

MAI Capital Management's EMXF Position: Q1 2026 in Review

MAI Capital Management increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 15% in Q1 2026, buying an estimated $62.2K and bringing the position to 9,600 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

MAI Capital Management first reported a position in EMXF in Q3 2021 and has held it in 9 quarters since. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • MAI Capital Management held 9,600 shares of iShares ESG Advanced MSCI EM ETF worth $459K as of Q1 2026.
  • MAI Capital Management bought 1,260 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $62.2K.
  • iShares ESG Advanced MSCI EM ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1060 holding.
  • MAI Capital Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2021 and has held it in 9 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.