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

Wade Financial Advisory’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	$329K	Sell	8,613 -33	-0.4%	-$1.26K	0.11%	60
2024 Q4	$322K	Sell	8,646 -65	-0.7%	-$2.56K	0.11%	62
2024 Q3	$353K	Buy	8,711 +1,110	+15%	+$41.8K	0.12%	62
2024 Q2	$279K	Sell	7,601 -972	-11%	-$35.3K	0.1%	65
2024 Q1	$305K	Sell	8,573 -7,362	-46%	-$257K	0.11%	65
2023 Q4	$566K	Buy	15,935 +65	+0.4%	+$2.23K	0.21%	49
2023 Q3	$537K	Buy	15,870 +4,200	+36%	+$149K	0.23%	48
2023 Q2	$414K	Buy	11,670 +1,345	+13%	+$47.1K	0.16%	58
2023 Q1	$362K	Buy	10,325 +160	+2%	+$5.69K	0.15%	59
2022 Q4	$346K	Buy	+10,165	New	+$339K	0.16%	62

Other funds holding EMXF

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

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 New York $60.8B AUM 22.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wade Financial Advisory's EMXF Position: Q1 2025 in Review

Wade Financial Advisory reduced its iShares ESG Advanced MSCI EM ETF (EMXF) stake by 0.38% in Q1 2025, selling an estimated $1.26K and leaving 8,613 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #60.

Wade Financial Advisory first reported a position in EMXF in Q4 2022 and has held it in 10 quarters since. The position peaked at $566K in Q4 2023. 47 funds tracked by Wall St. Rank hold EMXF as of Q1 2025.

Wade Financial Advisory held 8,613 shares of iShares ESG Advanced MSCI EM ETF worth $329K as of Q1 2025.
Wade Financial Advisory sold 33 iShares ESG Advanced MSCI EM ETF shares in Q1 2025, an estimated $1.26K.
iShares ESG Advanced MSCI EM ETF made up 0.11% of Wade Financial Advisory's portfolio in Q1 2025, its #60 holding.
Wade Financial Advisory first reported a position in iShares ESG Advanced MSCI EM ETF in Q4 2022 and has held it in 10 quarters since.
Wade Financial Advisory's iShares ESG Advanced MSCI EM ETF position peaked at $566K in Q4 2023.
47 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.