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EMXF icon

Balanced Rock Investment Advisors’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Balanced Rock Investment 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 		$2.09M Sell
43,747
-1,139
-3% -$56.3K 1.47% 25
2025
Q4 		$2.09M Buy
44,886
+273
+0.6% +$12.7K 1.48% 25
2025
Q3 		$2.02M Sell
44,613
-1,457
-3% -$63.9K 1.48% 25
2025
Q2 		$1.98M Sell
46,070
-11,144
-19% -$444K 1.55% 25
2025
Q1 		$2.19M Sell
57,214
-5,954
-9% -$228K 1.74% 18
2024
Q4 		$2.35M Sell
63,168
-28,614
-31% -$1.13M 1.86% 17
2024
Q3 		$3.72M Buy
91,782
+1,590
+2% +$59.9K 2.92% 10
2024
Q2 		$3.31M Sell
90,192
-509
-0.6% -$18.5K 2.78% 10
2024
Q1 		$3.23M Sell
90,701
-4,064
-4% -$142K 2.75% 11
2023
Q4 		$3.36M Buy
+94,765
New +$3.25M 2.99% 8

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
B
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
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 $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 $289M AUM 17.28% 1-Year Est. Return

Balanced Rock Investment Advisors's EMXF Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 2.5% in Q1 2026, selling an estimated $56.3K and leaving 43,747 shares worth $2.09M. The position accounts for 1.47% of the portfolio, ranked #25.

Balanced Rock Investment Advisors first reported a position in EMXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.72M in Q3 2024. 60 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Balanced Rock Investment Advisors held 43,747 shares of iShares ESG Advanced MSCI EM ETF worth $2.09M as of Q1 2026.
  • Balanced Rock Investment Advisors sold 1,139 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $56.3K.
  • iShares ESG Advanced MSCI EM ETF made up 1.47% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • Balanced Rock Investment Advisors first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2023 and has held it in 10 quarters since.
  • Balanced Rock Investment Advisors's iShares ESG Advanced MSCI EM ETF position peaked at $3.72M in Q3 2024.
  • 60 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.