PWA
EMXF icon

Physician Wealth Advisors’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Physician Wealth Advisors’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 		– Sell
-555
Closed -$25.8K – 2117
2025
Q4 		$25.8K Sell
555
-27
-5% -$1.25K ﹤0.01% 524
2025
Q3 		$26.4K Hold
582
– – ﹤0.01% 510
2025
Q2 		$25K Sell
582
-5
-0.9% -$199 ﹤0.01% 470
2025
Q1 		$22.4K Buy
587
+45
+8% +$1.72K ﹤0.01% 462
2024
Q4 		$20.2K Buy
+542
New +$21.3K ﹤0.01% 507

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

Physician Wealth Advisors's EMXF Position: Q1 2026 in Review

Physician Wealth Advisors sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q1 2026, closing a stake of 555 shares — an estimated $25.8K sold.

Physician Wealth Advisors first reported a position in EMXF in Q4 2024 and held it in 5 quarters. The position peaked at $26.4K in Q3 2025. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Physician Wealth Advisors reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 555 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $25.8K.
  • Physician Wealth Advisors first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2024 and held it in 5 quarters.
  • Physician Wealth Advisors's iShares ESG Advanced MSCI EM ETF position peaked at $26.4K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.