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Principal Securities’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Principal Securities’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 		– Sell
-50
Closed -$1.86K – 3749
2025
Q1 		$1.86K Hold
50
– – ﹤0.01% 3064
2024
Q4 		$1.86K Buy
+50
New +$1.97K ﹤0.01% 3058

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

Principal Securities's EMXF Position: Q2 2025 in Review

Principal Securities sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q2 2025, closing a stake of 50 shares — an estimated $1.86K sold.

Principal Securities first reported a position in EMXF in Q4 2024 and held it in 2 quarters. The position peaked at $1.86K in Q1 2025. 46 funds tracked by Wall St. Rank hold EMXF as of Q2 2025.

  • Principal Securities reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 50 iShares ESG Advanced MSCI EM ETF shares in Q2 2025, an estimated $1.86K.
  • Principal Securities first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2024 and held it in 2 quarters.
  • Principal Securities's iShares ESG Advanced MSCI EM ETF position peaked at $1.86K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.