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EMXF icon

BCR Wealth Strategies’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

BCR Wealth Strategies’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
2022
Q4 		– Sell
-452
Closed -$14K – 43
2022
Q3 		$14K Hold
452
– – 0.01% 59
2022
Q2 		$16K Hold
452
– – 0.02% 60
2022
Q1 		$19K Hold
452
– – 0.02% 59
2021
Q4 		$19K Buy
+452
New +$19.8K 0.02% 60

Other funds holding EMXF

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
WFA
Wade Financial Advisory Campbell, California $292M AUM 5.04% 1-Year Est. Return

BCR Wealth Strategies's EMXF Position: Q4 2022 in Review

BCR Wealth Strategies sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q4 2022, closing a stake of 452 shares — an estimated $14K sold.

BCR Wealth Strategies first reported a position in EMXF in Q4 2021 and held it in 4 quarters. The position peaked at $19K in Q1 2022. 19 funds tracked by Wall St. Rank hold EMXF as of Q4 2022.

  • BCR Wealth Strategies reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 452 iShares ESG Advanced MSCI EM ETF shares in Q4 2022, an estimated $14K.
  • BCR Wealth Strategies first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's iShares ESG Advanced MSCI EM ETF position peaked at $19K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.