PWM
EMXF icon

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

Parkworth 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
2025
Q2 		$212K Sell
4,951
-4
-0.1% -$159 0.15% 57
2025
Q1 		$189K Buy
4,955
+2
+0% +$77 0.15% 58
2024
Q4 		$185K Buy
+4,953
New +$195K 0.15% 53

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Parkworth Wealth Management's EMXF Position: Q2 2025 in Review

Parkworth Wealth Management reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 0.08% in Q2 2025, selling an estimated $159 and leaving 4,951 shares worth $212K. The position accounts for 0.15% of the portfolio, ranked #57.

Parkworth Wealth Management first reported a position in EMXF in Q4 2024 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold EMXF as of Q2 2025.

  • Parkworth Wealth Management held 4,951 shares of iShares ESG Advanced MSCI EM ETF worth $212K as of Q2 2025.
  • Parkworth Wealth Management sold 4 iShares ESG Advanced MSCI EM ETF shares in Q2 2025, an estimated $159.
  • iShares ESG Advanced MSCI EM ETF made up 0.15% of Parkworth Wealth Management's portfolio in Q2 2025, its #57 holding.
  • Parkworth Wealth Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2024 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.