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
Q2 		$586K Buy
10,111
+853
+9% +$46.8K 0.01% 1074
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 $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

Stratos Wealth Partners's EMXF Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 9.2% in Q2 2026, buying an estimated $46.8K and bringing the position to 10,111 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #1074.

Stratos Wealth Partners first reported a position in EMXF in Q3 2024 and has held it in 8 quarters since. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • Stratos Wealth Partners held 10,111 shares of iShares ESG Advanced MSCI EM ETF worth $586K as of Q2 2026.
  • Stratos Wealth Partners bought 853 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $46.8K.
  • iShares ESG Advanced MSCI EM ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1074 holding.
  • Stratos Wealth Partners first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2024 and has held it in 8 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.