BFO
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Biltmore Family Office’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Biltmore Family Office’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 		$138K Hold
2,877
– – 0.02% 252
2025
Q4 		$134K Hold
2,877
– – 0.02% 240
2025
Q3 		$130K Hold
2,877
– – 0.02% 224
2025
Q2 		$123K Hold
2,877
– – 0.02% 221
2025
Q1 		$110K Sell
2,877
-100
-3% -$3.83K 0.02% 215
2024
Q4 		$111K Sell
2,977
-51
-2% -$2K 0.02% 213
2024
Q3 		$123K Hold
3,028
– – 0.02% 216
2024
Q2 		$111K Hold
3,028
– – 0.02% 194
2024
Q1 		$108K Sell
3,028
-9,152
-75% -$319K 0.02% 191
2023
Q4 		$432K Sell
12,180
-7,088
-37% -$243K 0.09% 121
2023
Q3 		$652K Hold
19,268
– – 0.15% 93
2023
Q2 		$684K Buy
19,268
+15
+0.1% +$525 0.14% 90
2023
Q1 		$675K Sell
19,253
-750
-4% -$26.7K 0.14% 100
2022
Q4 		$681K Sell
20,003
-5,580
-22% -$186K 0.14% 95
2022
Q3 		$810K Sell
25,583
-22,721
-47% -$802K 0.19% 73
2022
Q2 		$1.76M Sell
48,304
-33,209
-41% -$1.25M 0.44% 42
2022
Q1 		$3.34M Sell
81,513
-2,575
-3% -$108K 0.72% 25
2021
Q4 		$3.62M Buy
84,088
+81,760
+3,512% +$3.58M 0.69% 25
2021
Q3 		$101K Buy
+2,328
New +$104K 0.02% 176

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 $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 $4.06B AUM 32.22% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Biltmore Family Office's EMXF Position: Q1 2026 in Review

Biltmore Family Office held its iShares ESG Advanced MSCI EM ETF (EMXF) position steady in Q1 2026 at 2,877 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #252.

Biltmore Family Office first reported a position in EMXF in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.62M in Q4 2021. 58 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Biltmore Family Office held 2,877 shares of iShares ESG Advanced MSCI EM ETF worth $138K as of Q1 2026.
  • Biltmore Family Office left its iShares ESG Advanced MSCI EM ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced MSCI EM ETF made up 0.02% of Biltmore Family Office's portfolio in Q1 2026, its #252 holding.
  • Biltmore Family Office first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2021 and has held it in 19 quarters since.
  • Biltmore Family Office's iShares ESG Advanced MSCI EM ETF position peaked at $3.62M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.