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

Fortis 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	$321K	Buy	+6,718	New	+$332K	0.04%	291

Other funds holding EMXF

SEI Investments

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return