HPFG
EMXF icon

Hart & Patterson Financial Group’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Hart & Patterson Financial 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
Q4 		$252K Buy
6,766
+342
+5% +$13.4K 0.12% 66
2024
Q3 		$260K Hold
6,424
– – 0.12% 65
2024
Q2 		$236K Sell
6,424
-115
-2% -$4.17K 0.12% 62
2024
Q1 		$233K Buy
+6,539
New +$228K 0.12% 63

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 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

Hart & Patterson Financial Group's EMXF Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 5.3% in Q4 2024, buying an estimated $13.4K and bringing the position to 6,766 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #66.

Hart & Patterson Financial Group first reported a position in EMXF in Q1 2024 and has held it in 4 quarters since. The position peaked at $260K in Q3 2024. 46 funds tracked by Wall St. Rank hold EMXF as of Q4 2024.

  • Hart & Patterson Financial Group held 6,766 shares of iShares ESG Advanced MSCI EM ETF worth $252K as of Q4 2024.
  • Hart & Patterson Financial Group bought 342 iShares ESG Advanced MSCI EM ETF shares in Q4 2024, an estimated $13.4K.
  • iShares ESG Advanced MSCI EM ETF made up 0.12% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #66 holding.
  • Hart & Patterson Financial Group first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2024 and has held it in 4 quarters since.
  • Hart & Patterson Financial Group's iShares ESG Advanced MSCI EM ETF position peaked at $260K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.