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Geneos Wealth Management’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Geneos Wealth 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
2025
Q1 		– Sell
-199
Closed -$7.42K – 3103
2024
Q4 		$7.42K Sell
199
-5
-2% -$197 ﹤0.01% 2179
2024
Q3 		$8.27K Buy
+204
New +$7.68K ﹤0.01% 1905

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

Geneos Wealth Management's EMXF Position: Q1 2025 in Review

Geneos Wealth Management sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q1 2025, closing a stake of 199 shares — an estimated $7.42K sold.

Geneos Wealth Management first reported a position in EMXF in Q3 2024 and held it in 2 quarters. The position peaked at $8.27K in Q3 2024. 47 funds tracked by Wall St. Rank hold EMXF as of Q1 2025.

  • Geneos Wealth Management reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 199 iShares ESG Advanced MSCI EM ETF shares in Q1 2025, an estimated $7.42K.
  • Geneos Wealth Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2024 and held it in 2 quarters.
  • Geneos Wealth Management's iShares ESG Advanced MSCI EM ETF position peaked at $8.27K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.