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EMXF icon

Optas LLC’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Optas LLC’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 		$425K Buy
8,888
+3,615
+69% +$179K 0.06% 197
2025
Q4 		$245K Sell
5,273
-72
-1% -$3.34K 0.04% 366
2025
Q3 		$242K Sell
5,345
-5,507
-51% -$242K 0.04% 317
2025
Q2 		$465K Buy
10,852
+102
+0.9% +$4.06K 0.09% 144
2025
Q1 		$411K Buy
10,750
+257
+2% +$9.84K 0.07% 145
2024
Q4 		$391K Buy
10,493
+774
+8% +$30.4K 0.08% 140
2024
Q3 		$394K Buy
9,719
+419
+5% +$15.8K 0.09% 136
2024
Q2 		$341K Sell
9,300
-9
-0.1% -$327 0.09% 126
2024
Q1 		$331K Buy
9,309
+879
+10% +$30.6K 0.09% 131
2023
Q4 		$299K Buy
8,430
+2,272
+37% +$78K 0.09% 136
2023
Q3 		$209K Sell
6,158
-2,325
-27% -$82.4K 0.07% 164
2023
Q2 		$301K Sell
8,483
-2,052
-19% -$71.8K 0.1% 120
2023
Q1 		$369K Buy
+10,535
New +$375K 0.13% 103

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

Optas LLC's EMXF Position: Q1 2026 in Review

Optas LLC increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 69% in Q1 2026, buying an estimated $179K and bringing the position to 8,888 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #197.

Optas LLC first reported a position in EMXF in Q1 2023 and has held it in 13 quarters since. The position peaked at $465K in Q2 2025. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Optas LLC held 8,888 shares of iShares ESG Advanced MSCI EM ETF worth $425K as of Q1 2026.
  • Optas LLC bought 3,615 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $179K.
  • iShares ESG Advanced MSCI EM ETF made up 0.06% of Optas LLC's portfolio in Q1 2026, its #197 holding.
  • Optas LLC first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2023 and has held it in 13 quarters since.
  • Optas LLC's iShares ESG Advanced MSCI EM ETF position peaked at $465K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Optas LLC's 13F filing for Q1 2026, filed 27 Apr 2026.