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Steward Partners Investment Advisory’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Steward Partners Investment 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 		$104K Hold
2,168
– – ﹤0.01% 2356
2025
Q4 		$101K Hold
2,168
– – ﹤0.01% 2285
2025
Q3 		$98.2K Hold
2,168
– – ﹤0.01% 2243
2025
Q2 		$93K Hold
2,168
– – ﹤0.01% 2152
2025
Q1 		$82.9K Hold
2,168
– – ﹤0.01% 2121
2024
Q4 		$80.8K Hold
2,168
– – ﹤0.01% 2087
2024
Q3 		$87.9K Hold
2,168
– – ﹤0.01% 1943
2024
Q2 		$79.5K Hold
2,168
– – ﹤0.01% 1889
2024
Q1 		$77.2K Buy
+2,168
New +$75.6K ﹤0.01% 1885

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

Steward Partners Investment Advisory's EMXF Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares ESG Advanced MSCI EM ETF (EMXF) position steady in Q1 2026 at 2,168 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Steward Partners Investment Advisory first reported a position in EMXF in Q1 2024 and has held it in 9 quarters since. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Steward Partners Investment Advisory held 2,168 shares of iShares ESG Advanced MSCI EM ETF worth $104K as of Q1 2026.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q1 2026, its #2356 holding.
  • Steward Partners Investment Advisory first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2024 and has held it in 9 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.