WCFA
EMXF icon

Walkner Condon Financial Advisors’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Walkner Condon Financial Advisors’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 		$1.2M Sell
25,111
-368
-1% -$18.2K 0.16% 107
2025
Q4 		$1.19M Buy
25,479
+1,395
+6% +$64.8K 0.16% 105
2025
Q3 		$1.09M Sell
24,084
-8,671
-26% -$381K 0.17% 102
2025
Q2 		$1.4M Sell
32,755
-3,899
-11% -$155K 0.26% 79
2025
Q1 		$1.4M Buy
36,654
+747
+2% +$28.6K 0.28% 78
2024
Q4 		$1.34M Buy
35,907
+833
+2% +$32.8K 0.27% 78
2024
Q3 		$1.42M Sell
35,074
-278
-0.8% -$10.5K 0.29% 75
2024
Q2 		$1.3M Buy
35,352
+1,666
+5% +$60.5K 0.28% 80
2024
Q1 		$1.2M Buy
33,686
+796
+2% +$27.8K 0.25% 85
2023
Q4 		$1.17M Buy
32,890
+2,995
+10% +$103K 0.27% 85
2023
Q3 		$1.01M Buy
29,895
+869
+3% +$30.8K 0.27% 82
2023
Q2 		$1.03M Buy
29,026
+665
+2% +$23.3K 0.27% 81
2023
Q1 		$995K Buy
28,361
+1,169
+4% +$41.6K 0.28% 80
2022
Q4 		$927K Buy
27,192
+4,461
+20% +$149K 0.28% 79
2022
Q3 		$720K Buy
22,731
+2,631
+13% +$92.8K 0.23% 88
2022
Q2 		$732K Buy
20,100
+4,250
+27% +$160K 0.23% 90
2022
Q1 		$650K Buy
+15,850
New +$664K 0.18% 101
2021
Q3 		– Sell
-10,808
Closed -$504K – 151
2021
Q2 		$504K Buy
+10,808
New +$486K 0.18% 99

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

Walkner Condon Financial Advisors's EMXF Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 1.4% in Q1 2026, selling an estimated $18.2K and leaving 25,111 shares worth $1.2M. The position accounts for 0.16% of the portfolio, ranked #107.

Walkner Condon Financial Advisors first reported a position in EMXF in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.42M in Q3 2024. 57 funds tracked by Wall St. Rank hold EMXF as of Q1 2026.

  • Walkner Condon Financial Advisors held 25,111 shares of iShares ESG Advanced MSCI EM ETF worth $1.2M as of Q1 2026.
  • Walkner Condon Financial Advisors sold 368 iShares ESG Advanced MSCI EM ETF shares in Q1 2026, an estimated $18.2K.
  • iShares ESG Advanced MSCI EM ETF made up 0.16% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #107 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares ESG Advanced MSCI EM ETF in Q2 2021 and has held it in 18 quarters since.
  • Walkner Condon Financial Advisors's iShares ESG Advanced MSCI EM ETF position peaked at $1.42M in Q3 2024.
  • 57 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.