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

Financial Insights’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
-7,373
Closed -$275K – 113
2024
Q4 		$275K Buy
+7,373
New +$290K 0.1% 88
2023
Q4 		– Sell
-6,052
Closed -$200K – 156
2023
Q3 		$200K Buy
6,052
+79
+1% +$2.8K 0.07% 147
2023
Q2 		$212K Buy
5,973
+113
+2% +$3.96K 0.08% 149
2023
Q1 		$205K Buy
+5,860
New +$209K 0.08% 159
2022
Q3 		– Sell
-5,643
Closed -$205K – 126
2022
Q2 		$205K Buy
+5,643
New +$213K 0.21% 80

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

Financial Insights's EMXF Position: Q1 2025 in Review

Financial Insights sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q1 2025, closing a stake of 7,373 shares — an estimated $275K sold.

Financial Insights first reported a position in EMXF in Q2 2022 and held it in 5 quarters. The position peaked at $275K in Q4 2024. 47 funds tracked by Wall St. Rank hold EMXF as of Q1 2025.

  • Financial Insights reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Insights sold 7,373 iShares ESG Advanced MSCI EM ETF shares in Q1 2025, an estimated $275K.
  • Financial Insights first reported a position in iShares ESG Advanced MSCI EM ETF in Q2 2022 and held it in 5 quarters.
  • Financial Insights's iShares ESG Advanced MSCI EM ETF position peaked at $275K in Q4 2024.
  • 47 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2025.

Based on Financial Insights's 13F filing for Q1 2025, filed 25 Apr 2025.