SWP
EMXF icon

Stratos Wealth Partners’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Stratos Wealth Partners’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 		$443K Sell
9,258
-278
-3% -$13.7K 0.01% 1115
2025
Q4 		$444K Buy
9,536
+3,319
+53% +$154K 0.01% 1096
2025
Q3 		$281K Buy
6,217
+22
+0.4% +$965 ﹤0.01% 1280
2025
Q2 		$266K Sell
6,195
-263
-4% -$10.5K ﹤0.01% 1186
2025
Q1 		$247K Sell
6,458
-1,325
-17% -$50.8K ﹤0.01% 1184
2024
Q4 		$290K Buy
7,783
+2,591
+50% +$102K ﹤0.01% 1157
2024
Q3 		$210K Buy
+5,192
New +$196K ﹤0.01% 1317

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

Stratos Wealth Partners's EMXF Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 2.9% in Q1 2026, selling an estimated $13.7K and leaving 9,258 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #1115.

Stratos Wealth Partners first reported a position in EMXF in Q3 2024 and has held it in 7 quarters since. The position peaked at $444K in Q4 2025. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Stratos Wealth Partners held 9,258 shares of iShares ESG Advanced MSCI EM ETF worth $443K as of Q1 2026.
  • Stratos Wealth Partners sold 278 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $13.7K.
  • iShares ESG Advanced MSCI EM ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1115 holding.
  • Stratos Wealth Partners first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2024 and has held it in 7 quarters since.
  • Stratos Wealth Partners's iShares ESG Advanced MSCI EM ETF position peaked at $444K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.