JY
EMXF icon

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

Jeff Yass’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
Q3 		– Sell
-8,003
Closed -$294K – 12217
2024
Q2 		$294K Sell
8,003
-9,943
-55% -$361K ﹤0.01% 9494
2024
Q1 		$639K Sell
17,946
-6,300
-26% -$220K ﹤0.01% 7921
2023
Q4 		$861K Buy
+24,246
New +$833K ﹤0.01% 7360

Other funds holding EMXF

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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 $163M AUM 19.54% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

Jeff Yass's EMXF Position: Q3 2024 in Review

Jeff Yass sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q3 2024, closing a stake of 8,003 shares — an estimated $294K sold.

Jeff Yass first reported a position in EMXF in Q4 2023 and held it in 3 quarters. The position peaked at $861K in Q4 2023. 38 funds tracked by Wall St. Rank hold EMXF as of Q3 2024.

  • Jeff Yass reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
  • Jeff Yass sold 8,003 iShares ESG Advanced MSCI EM ETF shares in Q3 2024, an estimated $294K.
  • Jeff Yass first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2023 and held it in 3 quarters.
  • Jeff Yass's iShares ESG Advanced MSCI EM ETF position peaked at $861K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.