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Summit Wealth Group (Colorado)’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Summit Wealth Group (Colorado)’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 		$395K Sell
8,255
-104
-1% -$5.14K 0.04% 207
2025
Q4 		$389K Buy
+8,359
New +$388K 0.05% 177

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

Summit Wealth Group (Colorado)'s EMXF Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 1.2% in Q1 2026, selling an estimated $5.14K and leaving 8,255 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #207.

Summit Wealth Group (Colorado) first reported a position in EMXF in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Summit Wealth Group (Colorado) held 8,255 shares of iShares ESG Advanced MSCI EM ETF worth $395K as of Q1 2026.
  • Summit Wealth Group (Colorado) sold 104 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $5.14K.
  • iShares ESG Advanced MSCI EM ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #207 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.