Pathstone Holdings
EMXF icon

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

Pathstone 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 		$612K Buy
12,792
+3,950
+45% +$195K ﹤0.01% 1654
2025
Q4 		$411K Sell
8,842
-2,980
-25% -$138K ﹤0.01% 1825
2025
Q3 		$535K Buy
11,822
+2,061
+21% +$90.4K ﹤0.01% 1736
2025
Q2 		$419K Sell
9,761
-1,170
-11% -$46.6K ﹤0.01% 1794
2025
Q1 		$418K Sell
10,931
-1,548
-12% -$59.3K ﹤0.01% 1797
2024
Q4 		$465K Sell
12,479
-895
-7% -$35.2K ﹤0.01% 1752
2024
Q3 		$542K Sell
13,374
-691
-5% -$26K ﹤0.01% 1682
2024
Q2 		$516K Buy
+14,065
New +$510K ﹤0.01% 1669

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