AIA
EMXF icon

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

Ally Invest 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
Q1 		$493K Sell
10,308
-330
-3% -$16.3K 0.03% 56
2025
Q4 		$495K Sell
10,638
-1,241
-10% -$57.6K 0.03% 57
2025
Q3 		$538K Buy
11,879
+704
+6% +$30.9K 0.04% 54
2025
Q2 		$479K Buy
11,175
+1,546
+16% +$61.6K 0.04% 55
2025
Q1 		$368K Buy
9,629
+1,246
+15% +$47.7K 0.03% 56
2024
Q4 		$312K Buy
8,383
+360
+4% +$14.2K 0.03% 57
2024
Q3 		$325K Buy
8,023
+1,361
+20% +$51.3K 0.03% 55
2024
Q2 		$244K Sell
6,662
-87
-1% -$3.16K 0.02% 60
2024
Q1 		$240K Buy
6,749
+1,035
+18% +$36.1K 0.02% 59
2023
Q4 		$203K Buy
+5,714
New +$196K 0.02% 59

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

Ally Invest Advisors's EMXF Position: Q1 2026 in Review

Ally Invest Advisors reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 3.1% in Q1 2026, selling an estimated $16.3K and leaving 10,308 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #56.

Ally Invest Advisors first reported a position in EMXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $538K in Q3 2025. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Ally Invest Advisors held 10,308 shares of iShares ESG Advanced MSCI EM ETF worth $493K as of Q1 2026.
  • Ally Invest Advisors sold 330 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $16.3K.
  • iShares ESG Advanced MSCI EM ETF made up 0.03% of Ally Invest Advisors's portfolio in Q1 2026, its #56 holding.
  • Ally Invest Advisors first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2023 and has held it in 10 quarters since.
  • Ally Invest Advisors's iShares ESG Advanced MSCI EM ETF position peaked at $538K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.