Stewardship Advisors
EMXF icon

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

Stewardship 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
Q3 		$224K Sell
3,916
-73
-2% -$4.14K 0.05% 166
2026
Q2 		$231K Sell
3,989
-353
-8% -$19.3K 0.05% 161
2026
Q1 		$208K Buy
4,342
+8
+0.2% +$395 0.05% 161
2025
Q4 		$202K Buy
+4,334
New +$201K 0.05% 159

Other funds holding EMXF

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Cambridge Financial Group (Arizona)
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
McCarter Private Wealth Services
McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Wolff Wiese Magana
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Stewardship Advisors's EMXF Position: Q3 2026 in Review

Stewardship Advisors reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 1.8% in Q3 2026, selling an estimated $4.14K and leaving 3,916 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #166.

Stewardship Advisors first reported a position in EMXF in Q4 2025 and has held it in 4 quarters since. The position peaked at $231K in Q2 2026. 11 funds tracked by Wall St. Rank hold EMXF as of Q3 2026.

  • Stewardship Advisors held 3,916 shares of iShares ESG Advanced MSCI EM ETF worth $224K as of Q3 2026.
  • Stewardship Advisors sold 73 iShares ESG Advanced MSCI EM ETF shares in Q3 2026, an estimated $4.14K.
  • iShares ESG Advanced MSCI EM ETF made up 0.05% of Stewardship Advisors's portfolio in Q3 2026, its #166 holding.
  • Stewardship Advisors first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2025 and has held it in 4 quarters since.
  • Stewardship Advisors's iShares ESG Advanced MSCI EM ETF position peaked at $231K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.