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EMXF icon

Crestone Asset Management’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Crestone Asset Management’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
2024
Q2 		– Sell
-11,077
Closed -$394K – 25
2024
Q1 		$394K Sell
11,077
-3,790
-25% -$132K 0.08% 68
2023
Q4 		$528K Sell
14,867
-1,295
-8% -$44.5K 0.12% 55
2023
Q3 		$547K Hold
16,162
– – 0.13% 52
2023
Q2 		$574K Buy
16,162
+1,295
+9% +$45.3K 0.13% 53
2023
Q1 		$521K Sell
14,867
-3,202
-18% -$114K 0.11% 55
2022
Q4 		$615K Buy
+18,069
New +$602K 0.13% 52

Other funds holding EMXF

IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Crestone Asset Management's EMXF Position: Q2 2024 in Review

Crestone Asset Management sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q2 2024, closing a stake of 11,077 shares — an estimated $394K sold.

Crestone Asset Management first reported a position in EMXF in Q4 2022 and held it in 6 quarters. The position peaked at $615K in Q4 2022. 38 funds tracked by Wall St. Rank hold EMXF as of Q2 2024.

  • Crestone Asset Management reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
  • Crestone Asset Management sold 11,077 iShares ESG Advanced MSCI EM ETF shares in Q2 2024, an estimated $394K.
  • Crestone Asset Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2022 and held it in 6 quarters.
  • Crestone Asset Management's iShares ESG Advanced MSCI EM ETF position peaked at $615K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.