SAG
EMXF icon

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
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
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
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

SageView Advisory Group's EMXF Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 1.9% in Q4 2025, selling an estimated $17.7K and leaving 20,057 shares worth $933K. The position accounts for 0.03% of the portfolio, ranked #265.

SageView Advisory Group first reported a position in EMXF in Q1 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold EMXF as of Q4 2025.

  • SageView Advisory Group held 20,057 shares of iShares ESG Advanced MSCI EM ETF worth $933K as of Q4 2025.
  • SageView Advisory Group sold 382 iShares ESG Advanced MSCI EM ETF shares in Q4 2025, an estimated $17.7K.
  • iShares ESG Advanced MSCI EM ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #265 holding.
  • SageView Advisory Group first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.