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

Modern Wealth 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	$348K	Sell	5,998 -1,911	-24%	-$105K	﹤0.01%	827
2026 Q1	$382K	Hold	7,909	–	–	0.01%	637
2025 Q4	$368K	Buy	7,909 +15	+0.2%	+$696	0.01%	624
2025 Q3	$357K	Sell	7,894 -33	-0.4%	-$1.45K	0.01%	591
2025 Q2	$340K	Sell	7,927 -256	-3%	-$10.2K	0.01%	580
2025 Q1	$313K	Buy	+8,183	New	+$313K	0.01%	515

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

Modern Wealth Management's EMXF Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 24% in Q2 2026, selling an estimated $105K and leaving 5,998 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Modern Wealth Management first reported a position in EMXF in Q1 2025 and has held it in 6 quarters since. The position peaked at $382K in Q1 2026. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

Modern Wealth Management held 5,998 shares of iShares ESG Advanced MSCI EM ETF worth $348K as of Q2 2026.
Modern Wealth Management sold 1,911 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $105K.
iShares ESG Advanced MSCI EM ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #827 holding.
Modern Wealth Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
Modern Wealth Management's iShares ESG Advanced MSCI EM ETF position peaked at $382K in Q1 2026.
65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

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