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

SageView Advisory Group’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	$1.16M	Buy	19,988 +130	+0.7%	+$7.13K	0.04%	228
2026 Q1	$950K	Sell	19,858 -199	-1%	-$9.83K	0.03%	240
2025 Q4	$933K	Sell	20,057 -382	-2%	-$17.7K	0.03%	265
2025 Q3	$925K	Buy	20,439 +587	+3%	+$25.8K	0.03%	276
2025 Q2	$857K	Buy	19,852 +2,674	+16%	+$107K	0.03%	265
2025 Q1	$657K	Buy	+17,178	New	+$658K	0.03%	287

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

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 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

SageView Advisory Group's EMXF Position: Q2 2026 in Review

SageView Advisory Group increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 0.65% in Q2 2026, buying an estimated $7.13K and bringing the position to 19,988 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #228.

SageView Advisory Group first reported a position in EMXF in Q1 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

SageView Advisory Group held 19,988 shares of iShares ESG Advanced MSCI EM ETF worth $1.16M as of Q2 2026.
SageView Advisory Group bought 130 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $7.13K.
iShares ESG Advanced MSCI EM ETF made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #228 holding.
SageView Advisory Group first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2025 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.