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Your Advocates Ltd’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Your Advocates Ltd’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
2023
Q3 		– Sell
-1,155
Closed -$41K – 319
2023
Q2 		$41K Buy
1,155
+75
+7% +$2.63K 0.02% 62
2023
Q1 		$37.9K Hold
1,080
– – 0.02% 53
2022
Q4 		$36.8K Hold
1,080
– – 0.02% 53
2022
Q3 		$34K Buy
1,080
+465
+76% +$16.4K 0.02% 54
2022
Q2 		$22K Buy
+615
New +$23.2K 0.01% 63

Other funds holding EMXF

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
WFA
Wade Financial Advisory Campbell, California $292M AUM 5.04% 1-Year Est. Return

Your Advocates Ltd's EMXF Position: Q3 2023 in Review

Your Advocates Ltd sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q3 2023, closing a stake of 1,155 shares — an estimated $41K sold.

Your Advocates Ltd first reported a position in EMXF in Q2 2022 and held it in 5 quarters. The position peaked at $41K in Q2 2023. 27 funds tracked by Wall St. Rank hold EMXF as of Q3 2023.

  • Your Advocates Ltd reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q3 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 1,155 iShares ESG Advanced MSCI EM ETF shares in Q3 2023, an estimated $41K.
  • Your Advocates Ltd first reported a position in iShares ESG Advanced MSCI EM ETF in Q2 2022 and held it in 5 quarters.
  • Your Advocates Ltd's iShares ESG Advanced MSCI EM ETF position peaked at $41K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q3 2023.

Based on Your Advocates Ltd's 13F filing for Q3 2023, filed 2 Nov 2023.