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
Q2 		$5.38M Buy
92,810
+5,435
+6% +$298K 1.94% 14
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 $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
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Values Added Financial's EMXF Position: Q2 2026 in Review

Values Added Financial increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 6.2% in Q2 2026, buying an estimated $298K and bringing the position to 92,810 shares worth $5.38M. The position accounts for 1.94% of the portfolio, ranked #14.

Values Added Financial first reported a position in EMXF in Q2 2023 and has held it in 13 quarters since. 65 funds tracked by Wall St. Rank hold EMXF as of Q2 2026.

  • Values Added Financial held 92,810 shares of iShares ESG Advanced MSCI EM ETF worth $5.38M as of Q2 2026.
  • Values Added Financial bought 5,435 iShares ESG Advanced MSCI EM ETF shares in Q2 2026, an estimated $298K.
  • iShares ESG Advanced MSCI EM ETF made up 1.94% of Values Added Financial's portfolio in Q2 2026, its #14 holding.
  • Values Added Financial first reported a position in iShares ESG Advanced MSCI EM ETF in Q2 2023 and has held it in 13 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.