Walkner Condon Financial Advisors’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
Q2 | $1.4M | Sell |
32,755
-3,899
| -11% | -$167K | 0.26% | 79 |
|
|
2025
Q1 | $1.4M | Buy |
36,654
+747
| +2% | +$28.6K | 0.28% | 78 |
|
|
2024
Q4 | $1.34M | Buy |
35,907
+833
| +2% | +$31K | 0.27% | 78 |
|
|
2024
Q3 | $1.42M | Sell |
35,074
-278
| -0.8% | -$11.3K | 0.29% | 75 |
|
|
2024
Q2 | $1.3M | Buy |
35,352
+1,666
| +5% | +$61.1K | 0.28% | 80 |
|
|
2024
Q1 | $1.2M | Buy |
33,686
+796
| +2% | +$28.3K | 0.25% | 85 |
|
|
2023
Q4 | $1.17M | Buy |
32,890
+2,995
| +10% | +$106K | 0.27% | 85 |
|
|
2023
Q3 | $1.01M | Buy |
29,895
+869
| +3% | +$29.4K | 0.27% | 82 |
|
|
2023
Q2 | $1.03M | Buy |
29,026
+665
| +2% | +$23.6K | 0.27% | 81 |
|
|
2023
Q1 | $995K | Buy |
28,361
+1,169
| +4% | +$41K | 0.28% | 80 |
|
|
2022
Q4 | $927K | Buy |
27,192
+4,461
| +20% | +$152K | 0.28% | 79 |
|
|
2022
Q3 | $720K | Buy |
22,731
+2,631
| +13% | +$83.3K | 0.23% | 88 |
|
|
2022
Q2 | $732K | Buy |
20,100
+4,250
| +27% | +$155K | 0.23% | 90 |
|
|
2022
Q1 | $650K | Buy |
+15,850
| New | +$650K | 0.18% | 101 |
|
|
2021
Q3 | – | Sell |
-10,808
| Closed | -$504K | – | 151 |
|
|
2021
Q2 | $504K | Buy |
+10,808
| New | +$504K | 0.18% | 99 |
|