Robertson Stephens Wealth Management, LLC EMXF — ISHARES TR

Ownership history in Robertson Stephens Wealth Management, LLC  ·  5 quarters on record

AI Ownership Summary

Robertson Stephens Wealth Management, LLC reported ISHARES TR (EMXF) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows EMXF at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EMXF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Robertson Stephens Wealth Management, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EMXF was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EMXF stock page Robertson Stephens Wealth Management, LLC fund profile Robertson Stephens Wealth Management, LLC full holdings
How Robertson Stephens Wealth Management, LLC held EMXF — position size vs. price
% of Fund (quarterly)    EMXF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 29,447 -1,326 -4.3% 0.04% $1.7M 2026-07-29 $53.71
2026 Q1 ADDED — — — 30,773 +13,941 +82.8% 0.04% $1.5M 2026-04-28 $52.16
2025 Q4 UNCHANGED — — — 16,832 — 0% 0.02% $783K 2026-02-02 $49.63
2025 Q3 UNCHANGED — — — 16,832 — 0% 0.02% $762K 2025-11-12 $45.96
2025 Q2 INITIATED — — — 16,832 — — 0.02% $722K 2025-07-24 $42.42

🏢 Other funds also holding EMXF

As of 2026 Q2 — sorted by position size

Values Added Financial LLC 3Y 1.94% Fairlight Advisors 0.63% Walkner Condon Financial Advisors LLC 3Y 0.16% Cambridge Financial Group, LLC 0.13% Abacus Planning Group, Inc. 3Y 7Y 0.05% Stewardship Advisors, LLC 3Y 0.05% SUMMIT WEALTH GROUP LLC / CO 0.04% Longview Financial Advisors LLC 0.03% Optas, LLC 3Y 0.03% KWB Wealth 3Y 0.02%

FAQ About Robertson Stephens Wealth Management, LLC and EMXF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Robertson Stephens Wealth Management, LLC reported owning EMXF?

Robertson Stephens Wealth Management, LLC reported EMXF across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported EMXF position in Robertson Stephens Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EMXF was 0.04% in 2026 Q2.

What is the latest reported EMXF position on this page?

The most recent filing on this page is 2026 Q2, when Robertson Stephens Wealth Management, LLC reported 29,447 shares, equal to 0.04% of portfolio, with an estimated market value of $1.7M.

What does the chart on this EMXF ownership page compare?

The chart compares Robertson Stephens Wealth Management, LLC's quarterly EMXF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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