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EMXF icon

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

Clarius Group LLC’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
2025
Q1 		– Sell
-13,356
Closed -$498K – 491
2024
Q4 		$498K Hold
13,356
– – 0.03% 220
2024
Q3 		$541K Hold
13,356
– – 0.04% 206
2024
Q2 		$490K Hold
13,356
– – 0.03% 221
2024
Q1 		$475K Hold
13,356
– – 0.03% 233
2023
Q4 		$474K Sell
13,356
-296
-2% -$10.2K 0.04% 244
2023
Q3 		$462K Hold
13,652
– – 0.04% 234
2023
Q2 		$484K Hold
13,652
– – 0.04% 270
2023
Q1 		$478K Hold
13,652
– – 0.04% 264
2022
Q4 		$465K Buy
13,652
+641
+5% +$21.4K 0.04% 263
2022
Q3 		$412K Buy
+13,011
New +$459K 0.04% 260

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clarius Group LLC's EMXF Position: Q1 2025 in Review

Clarius Group LLC sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q1 2025, closing a stake of 13,356 shares — an estimated $498K sold.

Clarius Group LLC first reported a position in EMXF in Q3 2022 and held it in 10 quarters. The position peaked at $541K in Q3 2024. 47 funds tracked by Wall St. Rank hold EMXF as of Q1 2025.

  • Clarius Group LLC reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
  • Clarius Group LLC sold 13,356 iShares ESG Advanced MSCI EM ETF shares in Q1 2025, an estimated $498K.
  • Clarius Group LLC first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2022 and held it in 10 quarters.
  • Clarius Group LLC's iShares ESG Advanced MSCI EM ETF position peaked at $541K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2025.

Based on Clarius Group LLC's 13F filing for Q1 2025, filed 18 Apr 2025.