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EMXF icon

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

IMPACTfolio’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
Q4 		– Sell
-27,951
Closed -$885K – 46
2022
Q3 		$885K Buy
+27,951
New +$986K 0.86% 16
2022
Q2 		– Sell
-5,025
Closed -$206K – 49
2022
Q1 		$206K Buy
+5,025
New +$211K 0.15% 49

Other funds holding EMXF

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
WFA
Wade Financial Advisory Campbell, California $292M AUM 5.04% 1-Year Est. Return

IMPACTfolio's EMXF Position: Q4 2022 in Review

IMPACTfolio sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q4 2022, closing a stake of 27,951 shares — an estimated $885K sold.

IMPACTfolio first reported a position in EMXF in Q1 2022 and held it in 2 quarters. The position peaked at $885K in Q3 2022. 19 funds tracked by Wall St. Rank hold EMXF as of Q4 2022.

  • IMPACTfolio reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
  • IMPACTfolio sold 27,951 iShares ESG Advanced MSCI EM ETF shares in Q4 2022, an estimated $885K.
  • IMPACTfolio first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2022 and held it in 2 quarters.
  • IMPACTfolio's iShares ESG Advanced MSCI EM ETF position peaked at $885K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q4 2022.

Based on IMPACTfolio's 13F filing for Q4 2022, filed 3 Jan 2023.