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 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	0.03%	311

Other funds holding EMXF

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return