FCG
EMXF icon

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

Financial Connections 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
2024
Q1 		– Sell
-1,517
Closed -$53K – 190
2023
Q4 		$53K Sell
1,517
-9,367
-86% -$322K 0.03% 101
2023
Q3 		$368K Sell
10,884
-2,082
-16% -$73.8K 0.45% 25
2023
Q2 		$460K Sell
12,966
-1,461
-10% -$51.2K 0.3% 37
2023
Q1 		$505K Buy
14,427
+56
+0.4% +$1.99K 0.36% 36
2022
Q4 		$489K Sell
14,371
-621
-4% -$20.7K 0.39% 34
2022
Q3 		$474K Buy
14,992
+1,795
+14% +$63.3K 0.4% 33
2022
Q2 		$480K Buy
13,197
+1,890
+17% +$71.4K 0.42% 37
2022
Q1 		$463K Buy
11,307
+4,063
+56% +$170K 0.47% 34
2021
Q4 		$311K Buy
+7,244
New +$317K 0.31% 36

Other funds holding EMXF

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Financial Connections Group's EMXF Position: Q1 2024 in Review

Financial Connections Group sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q1 2024, closing a stake of 1,517 shares — an estimated $53K sold.

Financial Connections Group first reported a position in EMXF in Q4 2021 and held it in 9 quarters. The position peaked at $505K in Q1 2023. 38 funds tracked by Wall St. Rank hold EMXF as of Q1 2024.

  • Financial Connections Group reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Connections Group sold 1,517 iShares ESG Advanced MSCI EM ETF shares in Q1 2024, an estimated $53K.
  • Financial Connections Group first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2021 and held it in 9 quarters.
  • Financial Connections Group's iShares ESG Advanced MSCI EM ETF position peaked at $505K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2024.

Based on Financial Connections Group's 13F filing for Q1 2024, filed 3 May 2024.