Osaic Holdings
EMXF icon

Osaic Holdings’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Osaic Holdings’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 		$734K Buy
15,346
+495
+3% +$24.5K ﹤0.01% 2988
2025
Q4 		$691K Buy
14,851
+350
+2% +$16.2K ﹤0.01% 3033
2025
Q3 		$654K Buy
14,501
+12,467
+613% +$547K ﹤0.01% 3201
2025
Q2 		$87.2K Buy
2,034
+9
+0.4% +$359 ﹤0.01% 4621
2025
Q1 		$77.4K Buy
2,025
+1,300
+179% +$49.8K ﹤0.01% 4371
2024
Q4 		$27K Sell
725
-181
-20% -$7.12K ﹤0.01% 5128
2024
Q3 		$36.7K Hold
906
– – ﹤0.01% 4958
2024
Q2 		$33.2K Sell
906
-3,821
-81% -$139K ﹤0.01% 4989
2024
Q1 		$168K Sell
4,727
-1,037
-18% -$36.2K ﹤0.01% 3834
2023
Q4 		$205K Sell
5,764
-237
-4% -$8.14K ﹤0.01% 3904
2023
Q3 		$203K Sell
6,001
-1,203
-17% -$42.6K ﹤0.01% 3982
2023
Q2 		$256K Buy
7,204
+65
+0.9% +$2.28K ﹤0.01% 3700
2023
Q1 		$250K Sell
7,139
-167
-2% -$5.94K ﹤0.01% 3690
2022
Q4 		$248K Buy
7,306
+5,330
+270% +$178K ﹤0.01% 3666
2022
Q3 		$63K Buy
1,976
+334
+20% +$11.8K ﹤0.01% 4723
2022
Q2 		$60K Hold
1,642
– – ﹤0.01% 4811
2022
Q1 		$67K Sell
1,642
-20
-1% -$838 ﹤0.01% 4878
2021
Q4 		$72K Buy
1,662
+507
+44% +$22.2K ﹤0.01% 4854
2021
Q3 		$50K Hold
1,155
– – ﹤0.01% 5101
2021
Q2 		$54K Buy
1,155
+230
+25% +$10.3K ﹤0.01% 4983
2021
Q1 		$40K Buy
+925
New +$41.1K ﹤0.01% 5023

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $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 $4.06B AUM 32.22% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Osaic Holdings's EMXF Position: Q1 2026 in Review

Osaic Holdings increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 3.3% in Q1 2026, buying an estimated $24.5K and bringing the position to 15,346 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

Osaic Holdings first reported a position in EMXF in Q1 2021 and has held it in 21 quarters since. 58 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Osaic Holdings held 15,346 shares of iShares ESG Advanced MSCI EM ETF worth $734K as of Q1 2026.
  • Osaic Holdings bought 495 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $24.5K.
  • iShares ESG Advanced MSCI EM ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2988 holding.
  • Osaic Holdings first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2021 and has held it in 21 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.