APG
EMXF icon

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
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
B
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

Abacus Planning Group's EMXF Position: Q1 2026 in Review

Abacus Planning Group held its iShares ESG Advanced MSCI EM ETF (EMXF) position steady in Q1 2026 at 7,058 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #183.

Abacus Planning Group first reported a position in EMXF in Q3 2023 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Abacus Planning Group held 7,058 shares of iShares ESG Advanced MSCI EM ETF worth $338K as of Q1 2026.
  • Abacus Planning Group left its iShares ESG Advanced MSCI EM ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced MSCI EM ETF made up 0.05% of Abacus Planning Group's portfolio in Q1 2026, its #183 holding.
  • Abacus Planning Group first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2023 and has held it in 11 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Abacus Planning Group's 13F filing for Q1 2026, filed 8 Apr 2026.