VAF
EMXF icon

Values Added Financial’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Values Added Financial’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 		$4.18M Buy
87,375
+7,196
+9% +$355K 1.76% 16
2025
Q4 		$3.73M Buy
80,179
+3,588
+5% +$167K 1.58% 20
2025
Q3 		$3.47M Buy
76,591
+15,274
+25% +$670K 1.54% 19
2025
Q2 		$2.63M Buy
61,317
+21,828
+55% +$870K 1.27% 24
2025
Q1 		$1.51M Buy
39,489
+1,549
+4% +$59.3K 0.84% 31
2024
Q4 		$1.41M Buy
37,940
+4,754
+14% +$187K 0.82% 30
2024
Q3 		$1.34M Buy
33,186
+11,533
+53% +$434K 0.85% 28
2024
Q2 		$794K Buy
21,653
+1,591
+8% +$57.7K 0.57% 34
2024
Q1 		$714K Sell
20,062
-3,482
-15% -$121K 0.56% 35
2023
Q4 		$836K Sell
23,544
-1,648
-7% -$56.6K 0.68% 29
2023
Q3 		$853K Buy
25,192
+11,604
+85% +$411K 0.78% 30
2023
Q2 		$482K Buy
+13,588
New +$476K 0.45% 46

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
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
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Values Added Financial's EMXF Position: Q1 2026 in Review

Values Added Financial increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 9% in Q1 2026, buying an estimated $355K and bringing the position to 87,375 shares worth $4.18M. The position accounts for 1.76% of the portfolio, ranked #16.

Values Added Financial first reported a position in EMXF in Q2 2023 and has held it in 12 quarters since. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Values Added Financial held 87,375 shares of iShares ESG Advanced MSCI EM ETF worth $4.18M as of Q1 2026.
  • Values Added Financial bought 7,196 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $355K.
  • iShares ESG Advanced MSCI EM ETF made up 1.76% of Values Added Financial's portfolio in Q1 2026, its #16 holding.
  • Values Added Financial first reported a position in iShares ESG Advanced MSCI EM ETF in Q2 2023 and has held it in 12 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Values Added Financial's 13F filing for Q1 2026, filed 20 Apr 2026.