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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
Q2 		– Sell
-26,493
Closed -$1.85M – 56
2026
Q1 		$1.85M Buy
+26,493
New +$1.31M 1.08% 19

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
B
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

Strategic Financial Planning's EMXF Position: Q2 2026 in Review

Strategic Financial Planning sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q2 2026, closing a stake of 26,493 shares — an estimated $1.85M sold.

Strategic Financial Planning first reported a position in EMXF in Q1 2026 and held it in 1 quarter. The position peaked at $1.85M in Q1 2026. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • Strategic Financial Planning reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 26,493 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $1.85M.
  • Strategic Financial Planning first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's iShares ESG Advanced MSCI EM ETF position peaked at $1.85M in Q1 2026.
  • 65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.