UBS Group’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

UBS Group’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	–	Sell	-33	Closed	-$1.54K	–	10665
2025 Q4	$1.54K	Buy	33 +9	+38%	+$418	﹤0.01%	9544
2025 Q3	$1.09K	Sell	24 -767	-97%	-$33.7K	﹤0.01%	9438
2025 Q2	$33.9K	Buy	+791	New	+$31.5K	﹤0.01%	8075
2025 Q1	–	Sell	-388	Closed	-$14.5K	–	10340
2024 Q4	$14.5K	Buy	+388	New	+$15.3K	﹤0.01%	8093
2024 Q3	–	Sell	-79	Closed	-$2.9K	–	9631
2024 Q2	$2.9K	Sell	79 -22	-22%	-$798	﹤0.01%	8288
2024 Q1	$3.6K	Buy	+101	New	+$3.52K	﹤0.01%	7721
2023 Q4	–	Sell	-102	Closed	-$3.45K	–	9451
2023 Q3	$3.45K	Buy	+102	New	+$3.62K	﹤0.01%	7557
2023 Q2	–	Sell	-385	Closed	-$13.5K	–	9090
2023 Q1	$13.5K	Sell	385 -1	-0.3%	-$36	﹤0.01%	7393
2022 Q4	$13.1K	Buy	+386	New	+$12.9K	﹤0.01%	8194
2022 Q3	–	Sell	-1,346	Closed	-$49K	–	10477
2022 Q2	$49K	Buy	1,346 +1,061	+372%	+$40.1K	﹤0.01%	5924
2022 Q1	$12K	Sell	285 -895	-76%	-$37.5K	﹤0.01%	8169
2021 Q4	$51K	Buy	+1,180	New	+$51.7K	﹤0.01%	6875

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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

UBS Group's EMXF Position: Q1 2026 in Review

UBS Group sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q1 2026, closing a stake of 33 shares — an estimated $1.54K sold.

UBS Group first reported a position in EMXF in Q4 2021 and held it in 12 quarters. The position peaked at $51K in Q4 2021. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

UBS Group reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 33 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $1.54K.
UBS Group first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2021 and held it in 12 quarters.
UBS Group's iShares ESG Advanced MSCI EM ETF position peaked at $51K in Q4 2021.
57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.