MWM
EMXF icon

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
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
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

Modern Wealth Management's EMXF Position: Q1 2026 in Review

Modern Wealth Management held its iShares ESG Advanced MSCI EM ETF (EMXF) position steady in Q1 2026 at 7,909 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #637.

Modern Wealth Management first reported a position in EMXF in Q1 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Modern Wealth Management held 7,909 shares of iShares ESG Advanced MSCI EM ETF worth $382K as of Q1 2026.
  • Modern Wealth Management left its iShares ESG Advanced MSCI EM ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced MSCI EM ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #637 holding.
  • Modern Wealth Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2025 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.