Wade Financial Advisory’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$2.42K | 0.11% | 62 |
|
|
2024
Q3 | $353K | Buy |
8,711
+1,110
| +15% | +$45K | 0.12% | 62 |
|
|
2024
Q2 | $279K | Sell |
7,601
-972
| -11% | -$35.7K | 0.1% | 65 |
|
|
2024
Q1 | $305K | Sell |
8,573
-7,362
| -46% | -$262K | 0.11% | 65 |
|
|
2023
Q4 | $566K | Buy |
15,935
+65
| +0.4% | +$2.31K | 0.21% | 49 |
|
|
2023
Q3 | $537K | Buy |
15,870
+4,200
| +36% | +$142K | 0.23% | 48 |
|
|
2023
Q2 | $414K | Buy |
11,670
+1,345
| +13% | +$47.7K | 0.16% | 58 |
|
|
2023
Q1 | $362K | Buy |
10,325
+160
| +2% | +$5.61K | 0.15% | 59 |
|
|
2022
Q4 | $346K | Buy |
+10,165
| New | +$346K | 0.16% | 62 |
|