DTIM
EMXF icon

Danda Trouve Investment Management’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Danda Trouve Investment 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
2022
Q3 		$2K Hold
62
– – ﹤0.01% 107
2022
Q2 		$2K Hold
62
– – ﹤0.01% 91
2022
Q1 		$3K Hold
62
– – ﹤0.01% 96
2021
Q4 		$3K Hold
62
– – ﹤0.01% 118
2021
Q3 		$3K Hold
62
– – ﹤0.01% 141
2021
Q2 		$3K Hold
62
– – ﹤0.01% 152
2021
Q1 		$3K Buy
+62
New +$2.76K ﹤0.01% 113

Other funds holding EMXF

I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PC
Pecaut & Co Sioux City, Iowa $308M AUM 15.9% 1-Year Est. Return

Danda Trouve Investment Management's EMXF Position: Q3 2022 in Review

Danda Trouve Investment Management held its iShares ESG Advanced MSCI EM ETF (EMXF) position steady in Q3 2022 at 62 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #107.

Danda Trouve Investment Management first reported a position in EMXF in Q1 2021 and has held it in 7 quarters since. The position peaked at $3K in Q1 2022. 17 funds tracked by Wall St. Rank hold EMXF as of Q3 2022.

  • Danda Trouve Investment Management held 62 shares of iShares ESG Advanced MSCI EM ETF worth $2K as of Q3 2022.
  • Danda Trouve Investment Management left its iShares ESG Advanced MSCI EM ETF share count unchanged in Q3 2022.
  • iShares ESG Advanced MSCI EM ETF made up ﹤0.01% of Danda Trouve Investment Management's portfolio in Q3 2022, its #107 holding.
  • Danda Trouve Investment Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2021 and has held it in 7 quarters since.
  • Danda Trouve Investment Management's iShares ESG Advanced MSCI EM ETF position peaked at $3K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.