WI
EMXF icon

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

WrapManager Inc’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
Q4 		– Sell
-7,980
Closed -$323K – 229
2024
Q3 		$323K Sell
7,980
-206
-3% -$7.76K 0.08% 160
2024
Q2 		$300K Buy
8,186
+449
+6% +$16.3K 0.08% 189
2024
Q1 		$275K Sell
7,737
-2,212
-22% -$77.1K 0.08% 217
2023
Q4 		$353K Sell
9,949
-460
-4% -$15.8K 0.1% 179
2023
Q3 		$352K Buy
10,409
+173
+2% +$6.13K 0.11% 168
2023
Q2 		$363K Buy
10,236
+332
+3% +$11.6K 0.11% 175
2023
Q1 		$347K Sell
9,904
-456
-4% -$16.2K 0.11% 197
2022
Q4 		$353K Sell
10,360
-224
-2% -$7.46K 0.11% 185
2022
Q3 		$335K Sell
10,584
-456
-4% -$16.1K 0.11% 178
2022
Q2 		$402K Sell
11,040
-489
-4% -$18.5K 0.13% 169
2022
Q1 		$473K Buy
11,529
+387
+3% +$16.2K 0.13% 165
2021
Q4 		$480K Buy
11,142
+6,503
+140% +$285K 0.12% 170
2021
Q3 		$201K Buy
+4,639
New +$206K 0.05% 296

Other funds holding EMXF

SEI Investments
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
B
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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WrapManager Inc's EMXF Position: Q4 2024 in Review

WrapManager Inc sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q4 2024, closing a stake of 7,980 shares — an estimated $323K sold.

WrapManager Inc first reported a position in EMXF in Q3 2021 and held it in 13 quarters. The position peaked at $480K in Q4 2021. 46 funds tracked by Wall St. Rank hold EMXF as of Q4 2024.

  • WrapManager Inc reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q4 2024 after selling out during the quarter.
  • WrapManager Inc sold 7,980 iShares ESG Advanced MSCI EM ETF shares in Q4 2024, an estimated $323K.
  • WrapManager Inc first reported a position in iShares ESG Advanced MSCI EM ETF in Q3 2021 and held it in 13 quarters.
  • WrapManager Inc's iShares ESG Advanced MSCI EM ETF position peaked at $480K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q4 2024.

Based on WrapManager Inc's 13F filing for Q4 2024, filed 4 Feb 2025.