SFP
EMXF icon

Strategic Financial Planning’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Strategic Financial Planning’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 		$1.85M Buy
+26,493
New +$1.31M 1.08% 19

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
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
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Strategic Financial Planning's EMXF Position: Q1 2026 in Review

Strategic Financial Planning opened a new position in iShares ESG Advanced MSCI EM ETF (EMXF) in Q1 2026: 26,493 shares worth $1.85M. The stake represents 1.08% of the portfolio and ranks #19 among its holdings.

57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Strategic Financial Planning held 26,493 shares of iShares ESG Advanced MSCI EM ETF worth $1.85M as of Q1 2026.
  • iShares ESG Advanced MSCI EM ETF was a new Strategic Financial Planning position in Q1 2026.
  • iShares ESG Advanced MSCI EM ETF made up 1.08% of Strategic Financial Planning's portfolio in Q1 2026, its #19 holding.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Strategic Financial Planning's 13F filing for Q1 2026, filed 14 May 2026.