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Aptus Capital Advisors’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Aptus Capital 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 		$4.78K Buy
100
+25
+33% +$1.24K ﹤0.01% 1569
2025
Q4 		$3.49K Buy
+75
New +$3.48K ﹤0.01% 1581

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

Aptus Capital Advisors's EMXF Position: Q1 2026 in Review

Aptus Capital Advisors increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 33% in Q1 2026, buying an estimated $1.24K and bringing the position to 100 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Aptus Capital Advisors first reported a position in EMXF in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Aptus Capital Advisors held 100 shares of iShares ESG Advanced MSCI EM ETF worth $4.78K as of Q1 2026.
  • Aptus Capital Advisors bought 25 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $1.24K.
  • iShares ESG Advanced MSCI EM ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1569 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.