RWA Wealth Partners’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

RWA Wealth Partners’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	$2.83M	Sell	59,225 -673	-1%	-$33.2K	0.03%	219
2025 Q4	$2.79M	Sell	59,898 -2,910	-5%	-$135K	0.03%	226
2025 Q3	$2.84M	Buy	62,808 +116	+0.2%	+$5.09K	0.03%	225
2025 Q2	$2.69M	Buy	62,692 +7,239	+13%	+$288K	0.03%	219
2025 Q1	$2.12M	Sell	55,453 -2,220	-4%	-$85K	0.03%	239
2024 Q4	$2.15M	Buy	57,673 +739	+1%	+$29.1K	0.03%	241
2024 Q3	$2.31M	Buy	56,934 +3,474	+6%	+$131K	0.03%	234
2024 Q2	$1.96M	Buy	53,460 +3,454	+7%	+$125K	0.03%	234
2024 Q1	$1.78M	Buy	50,006 +1,151	+2%	+$40.1K	0.02%	252
2023 Q4	$1.73M	Buy	+48,855	New	+$1.68M	0.02%	243

Other funds holding EMXF

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

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

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

PSA

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

RWA Wealth Partners's EMXF Position: Q1 2026 in Review

RWA Wealth Partners reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 1.1% in Q1 2026, selling an estimated $33.2K and leaving 59,225 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #219.

RWA Wealth Partners first reported a position in EMXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.84M in Q3 2025. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

RWA Wealth Partners held 59,225 shares of iShares ESG Advanced MSCI EM ETF worth $2.83M as of Q1 2026.
RWA Wealth Partners sold 673 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $33.2K.
iShares ESG Advanced MSCI EM ETF made up 0.03% of RWA Wealth Partners's portfolio in Q1 2026, its #219 holding.
RWA Wealth Partners first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2023 and has held it in 10 quarters since.
RWA Wealth Partners's iShares ESG Advanced MSCI EM ETF position peaked at $2.84M in Q3 2025.
57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.