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 Q2	$750K	Buy	12,946 +154	+1%	+$8.44K	﹤0.01%	1661
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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Pathstone Holdings's EMXF Position: Q2 2026 in Review

Pathstone Holdings increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 1.2% in Q2 2026, buying an estimated $8.44K and bringing the position to 12,946 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Pathstone Holdings first reported a position in EMXF in Q2 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

Pathstone Holdings held 12,946 shares of iShares ESG Advanced MSCI EM ETF worth $750K as of Q2 2026.
Pathstone Holdings bought 154 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $8.44K.
iShares ESG Advanced MSCI EM ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1661 holding.
Pathstone Holdings first reported a position in iShares ESG Advanced MSCI EM ETF in Q2 2024 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.