Balanced Rock Investment Advisors’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
46,070
-11,144
| -19% | -$478K | 1.55% | 25 |
|
|
2025
Q1 | $2.19M | Sell |
57,214
-5,954
| -9% | -$228K | 1.74% | 18 |
|
|
2024
Q4 | $2.35M | Sell |
63,168
-28,614
| -31% | -$1.07M | 1.86% | 17 |
|
|
2024
Q3 | $3.72M | Buy |
91,782
+1,590
| +2% | +$64.4K | 2.92% | 10 |
|
|
2024
Q2 | $3.31M | Sell |
90,192
-509
| -0.6% | -$18.7K | 2.78% | 10 |
|
|
2024
Q1 | $3.23M | Sell |
90,701
-4,064
| -4% | -$145K | 2.75% | 11 |
|
|
2023
Q4 | $3.36M | Buy |
+94,765
| New | +$3.36M | 2.99% | 8 |
|