Plum Street Advisors’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Plum Street 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 Q2	$1.39M	Buy	24,003 +592	+3%	+$32.4K	0.44%	46
2026 Q1	$1.12M	Sell	23,411 -657	-3%	-$32.5K	0.39%	48
2025 Q4	$1.12M	Buy	24,068 +7,549	+46%	+$350K	0.4%	47
2025 Q3	$748K	Buy	16,519 +139	+0.8%	+$6.1K	0.29%	59
2025 Q2	$702K	Sell	16,380 -30	-0.2%	-$1.2K	0.31%	56
2025 Q1	$628K	Buy	+16,410	New	+$629K	0.3%	55

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Plum Street Advisors's EMXF Position: Q2 2026 in Review

Plum Street Advisors increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 2.5% in Q2 2026, buying an estimated $32.4K and bringing the position to 24,003 shares worth $1.39M. The position accounts for 0.44% of the portfolio, ranked #46.

Plum Street Advisors first reported a position in EMXF in Q1 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

Plum Street Advisors held 24,003 shares of iShares ESG Advanced MSCI EM ETF worth $1.39M as of Q2 2026.
Plum Street Advisors bought 592 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $32.4K.
iShares ESG Advanced MSCI EM ETF made up 0.44% of Plum Street Advisors's portfolio in Q2 2026, its #46 holding.
Plum Street Advisors first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.