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 Q2	$2.4M	Sell	41,421 -2,326	-5%	-$127K	1.5%	25
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 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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Balanced Rock Investment Advisors's EMXF Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 5.3% in Q2 2026, selling an estimated $127K and leaving 41,421 shares worth $2.4M. The position accounts for 1.5% of the portfolio, ranked #25.

Balanced Rock Investment Advisors first reported a position in EMXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.72M in Q3 2024. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

Balanced Rock Investment Advisors held 41,421 shares of iShares ESG Advanced MSCI EM ETF worth $2.4M as of Q2 2026.
Balanced Rock Investment Advisors sold 2,326 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $127K.
iShares ESG Advanced MSCI EM ETF made up 1.5% of Balanced Rock Investment Advisors's portfolio in Q2 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 11 quarters since.
Balanced Rock Investment Advisors's iShares ESG Advanced MSCI EM ETF position peaked at $3.72M in Q3 2024.
65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.