Congress Wealth Management’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 | $511K | Buy |
11,916
+1,343
| +13% | +$57.6K | 0.01% | 920 |
|
|
2025
Q1 | $404K | Buy |
10,573
+1,263
| +14% | +$48.3K | ﹤0.01% | 872 |
|
|
2024
Q4 | $347K | Buy |
9,310
+55
| +0.6% | +$2.05K | ﹤0.01% | 730 |
|
|
2024
Q3 | $375K | Sell |
9,255
-987
| -10% | -$40K | 0.01% | 692 |
|
|
2024
Q2 | $376K | Sell |
10,242
-1,437
| -12% | -$52.7K | 0.01% | 578 |
|
|
2024
Q1 | $416K | Buy |
11,679
+138
| +1% | +$4.91K | 0.01% | 466 |
|
|
2023
Q4 | $410K | Buy |
11,541
+1,511
| +15% | +$53.6K | 0.01% | 493 |
|
|
2023
Q3 | $340K | Buy |
10,030
+2,291
| +30% | +$77.6K | 0.01% | 507 |
|
|
2023
Q2 | $275K | Buy |
7,739
+258
| +3% | +$9.16K | 0.01% | 494 |
|
|
2023
Q1 | $262K | Buy |
7,481
+1,383
| +23% | +$48.5K | 0.01% | 502 |
|
|
2022
Q4 | $208K | Buy |
+6,098
| New | +$208K | 0.01% | 532 |
|