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EMXF icon

Robertson Stephens Wealth Management’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Robertson Stephens Wealth Management’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 		$1.71M Sell
29,447
-1,326
-4% -$72.7K 0.04% 230
2026
Q1 		$1.47M Buy
30,773
+13,941
+83% +$689K 0.04% 246
2025
Q4 		$783K Hold
16,832
– – 0.02% 348
2025
Q3 		$762K Hold
16,832
– – 0.02% 284
2025
Q2 		$722K Buy
+16,832
New +$671K 0.02% 311

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
B
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
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Robertson Stephens Wealth Management's EMXF Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 4.3% in Q2 2026, selling an estimated $72.7K and leaving 29,447 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #230.

Robertson Stephens Wealth Management first reported a position in EMXF in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • Robertson Stephens Wealth Management held 29,447 shares of iShares ESG Advanced MSCI EM ETF worth $1.71M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,326 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $72.7K.
  • iShares ESG Advanced MSCI EM ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q2 2025 and has held it in 5 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.