Summit Wealth Group (Colorado)
EMXF icon

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
Q3 		$378K Sell
6,594
-1,027
-13% -$58.3K 0.02% 305
2026
Q2 		$442K Sell
7,621
-634
-8% -$34.7K 0.04% 233
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 $113B AUM 26.61% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
Atlantic Private Wealth
Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Wealth Group (Colorado)'s EMXF Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 13% in Q3 2026, selling an estimated $58.3K and leaving 6,594 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #305.

Summit Wealth Group (Colorado) first reported a position in EMXF in Q4 2025 and has held it in 4 quarters since. The position peaked at $442K in Q2 2026. 37 funds tracked by Wall St. Rank hold EMXF as of Q3 2026.

  • Summit Wealth Group (Colorado) held 6,594 shares of iShares ESG Advanced MSCI EM ETF worth $378K as of Q3 2026.
  • Summit Wealth Group (Colorado) sold 1,027 iShares ESG Advanced MSCI EM ETF shares in Q3 2026, an estimated $58.3K.
  • iShares ESG Advanced MSCI EM ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #305 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s iShares ESG Advanced MSCI EM ETF position peaked at $442K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.