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

Abacus Planning 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 Q2	$389K	Sell	6,709 -349	-5%	-$19.1K	0.05%	172
2026 Q1	$338K	Hold	7,058	–	–	0.05%	183
2025 Q4	$328K	Hold	7,058	–	–	0.04%	185
2025 Q3	$320K	Hold	7,058	–	–	0.04%	181
2025 Q2	$303K	Hold	7,058	–	–	0.05%	184
2025 Q1	$270K	Hold	7,058	–	–	0.05%	179
2024 Q4	$263K	Buy	7,058 +204	+3%	+$8.02K	0.05%	176
2024 Q3	$278K	Buy	6,854 +546	+9%	+$20.6K	0.05%	176
2024 Q2	$231K	Hold	6,308	–	–	0.04%	186
2024 Q1	$225K	Hold	6,308	–	–	0.04%	185
2023 Q4	$224K	Hold	6,308	–	–	0.05%	179
2023 Q3	$214K	Buy	+6,308	New	+$224K	0.05%	169

Other funds holding EMXF

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

VAF

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return

APW

Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return

Abacus Planning Group's EMXF Position: Q2 2026 in Review

Abacus Planning Group reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 4.9% in Q2 2026, selling an estimated $19.1K and leaving 6,709 shares worth $389K. The position accounts for 0.05% of the portfolio, ranked #172.

Abacus Planning Group first reported a position in EMXF in Q3 2023 and has held it in 12 quarters since. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

Abacus Planning Group held 6,709 shares of iShares ESG Advanced MSCI EM ETF worth $389K as of Q2 2026.
Abacus Planning Group sold 349 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $19.1K.
iShares ESG Advanced MSCI EM ETF made up 0.05% of Abacus Planning Group's portfolio in Q2 2026, its #172 holding.
Abacus Planning Group first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2023 and has held it in 12 quarters since.
65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.