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RFG Advisory’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

RFG Advisory’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 		– Sell
-7,276
Closed -$339K – 1062
2025
Q4 		$339K Buy
+7,276
New +$338K 0.01% 821

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

RFG Advisory's EMXF Position: Q1 2026 in Review

RFG Advisory sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q1 2026, closing a stake of 7,276 shares — an estimated $339K sold.

RFG Advisory first reported a position in EMXF in Q4 2025 and held it in 1 quarter. The position peaked at $339K in Q4 2025. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • RFG Advisory reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q1 2026 after selling out during the quarter.
  • RFG Advisory sold 7,276 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $339K.
  • RFG Advisory first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2025 and held it in 1 quarter.
  • RFG Advisory's iShares ESG Advanced MSCI EM ETF position peaked at $339K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.