Bessemer Group
EMXF icon

Bessemer Group’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Bessemer Group’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
2023
Q4 		– Sell
-120
Closed -$4K – 2186
2023
Q3 		$4K Buy
+120
New +$4.25K ﹤0.01% 1781

Other funds holding EMXF

IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return

Bessemer Group's EMXF Position: Q4 2023 in Review

Bessemer Group sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q4 2023, closing a stake of 120 shares — an estimated $4K sold.

Bessemer Group first reported a position in EMXF in Q3 2023 and held it in 1 quarter. The position peaked at $4K in Q3 2023. 33 funds tracked by Wall St. Rank hold EMXF as of Q4 2023.

  • Bessemer Group reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q4 2023 after selling out during the quarter.
  • Bessemer Group sold 120 iShares ESG Advanced MSCI EM ETF shares in Q4 2023, an estimated $4K.
  • Bessemer Group first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2023 and held it in 1 quarter.
  • Bessemer Group's iShares ESG Advanced MSCI EM ETF position peaked at $4K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q4 2023.

Based on Bessemer Group's 13F filing for Q4 2023, filed 9 Feb 2024.