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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
Q2 		$224K Sell
3,867
-5,021
-56% -$275K 0.03% 414
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 $113B AUM 34.64% 1-Year Est. Return
B
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

Optas LLC's EMXF Position: Q2 2026 in Review

Optas LLC reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 56% in Q2 2026, selling an estimated $275K and leaving 3,867 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #414.

Optas LLC first reported a position in EMXF in Q1 2023 and has held it in 14 quarters since. The position peaked at $465K in Q2 2025. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • Optas LLC held 3,867 shares of iShares ESG Advanced MSCI EM ETF worth $224K as of Q2 2026.
  • Optas LLC sold 5,021 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $275K.
  • iShares ESG Advanced MSCI EM ETF made up 0.03% of Optas LLC's portfolio in Q2 2026, its #414 holding.
  • Optas LLC first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2023 and has held it in 14 quarters since.
  • Optas LLC's iShares ESG Advanced MSCI EM ETF position peaked at $465K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.