HTC
EMXF icon

Haverford Trust Company’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Haverford Trust Company’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 		$472K Hold
9,856
– – ﹤0.01% 307
2025
Q4 		$459K Hold
9,856
– – ﹤0.01% 309
2025
Q3 		$446K Hold
9,856
– – ﹤0.01% 302
2025
Q2 		$423K Buy
9,856
+2,980
+43% +$119K ﹤0.01% 318
2025
Q1 		$263K Buy
+6,876
New +$263K ﹤0.01% 357

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

Haverford Trust Company's EMXF Position: Q1 2026 in Review

Haverford Trust Company held its iShares ESG Advanced MSCI EM ETF (EMXF) position steady in Q1 2026 at 9,856 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Haverford Trust Company first reported a position in EMXF in Q1 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Haverford Trust Company held 9,856 shares of iShares ESG Advanced MSCI EM ETF worth $472K as of Q1 2026.
  • Haverford Trust Company left its iShares ESG Advanced MSCI EM ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced MSCI EM ETF made up ﹤0.01% of Haverford Trust Company's portfolio in Q1 2026, its #307 holding.
  • Haverford Trust Company first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2025 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.