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McCarter Private Wealth Services’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

McCarter Private Wealth Services’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 		$239K Sell
4,128
-2,590
-39% -$142K 0.08% 161
2026
Q1 		$321K Buy
6,718
+1,250
+23% +$61.7K 0.14% 128
2025
Q4 		$254K Buy
+5,468
New +$254K 0.11% 141

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 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
RWA Wealth Partners
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
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Walkner Condon Financial Advisors
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

McCarter Private Wealth Services's EMXF Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 39% in Q2 2026, selling an estimated $142K and leaving 4,128 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #161.

McCarter Private Wealth Services first reported a position in EMXF in Q4 2025 and has held it in 3 quarters since. The position peaked at $321K in Q1 2026. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • McCarter Private Wealth Services held 4,128 shares of iShares ESG Advanced MSCI EM ETF worth $239K as of Q2 2026.
  • McCarter Private Wealth Services sold 2,590 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $142K.
  • iShares ESG Advanced MSCI EM ETF made up 0.08% of McCarter Private Wealth Services's portfolio in Q2 2026, its #161 holding.
  • McCarter Private Wealth Services first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • McCarter Private Wealth Services's iShares ESG Advanced MSCI EM ETF position peaked at $321K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.