Wade Financial Advisory, Inc Ishares Esg Advanced Msci Em E Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Esg Advanced Msci Em E stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 8,646 shares of EMXF stock, worth $338,058. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,646

Previous 8,711 0.75%

Holding current value

$338,058

Previous $352,000 8.52%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$37.27 - $41.46 $2,422 - $2,694	-65 Reduced 0.75%	8,646 $322,000
Q3 2024 Oct 28, 2024	BUY	$35.28 - $41.16 $39,160 - $45,687	1,110 Added 14.6%	8,711 $352,000
Q2 2024 Jul 25, 2024	SELL	$34.32 - $38.07 $33,359 - $37,004	-972 Reduced 11.34%	7,601 $278,000
Q1 2024 May 13, 2024	SELL	$33.4 - $36.22 $245,890 - $266,651	-7,362 Reduced 46.2%	8,573 $305,000
Q4 2023 Feb 09, 2024	BUY	$32.75 - $35.56 $2,128 - $2,311	65 Added 0.41%	15,935 $565,000
Q3 2023 Oct 10, 2023	BUY	$33.73 - $37.83 $141,666 - $158,886	4,200 Added 35.99%	15,870 $537,000
Q2 2023 Aug 09, 2023	BUY	$33.86 - $36.68 $45,541 - $49,334	1,345 Added 13.03%	11,670 $414,000
Q1 2023 Apr 07, 2023	BUY	$33.08 - $38.4 $5,292 - $6,144	160 Added 1.57%	10,325 $361,000
Q4 2022 Jan 12, 2023	BUY	$30.72 - $36.06 $312,268 - $366,549	10,165 New	10,165 $0

Others Institutions Holding EMXF

# of Institutions

Shares Held

836K

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI EM E

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Wade Financial Advisory, Inc Ishares Esg Advanced Msci Em E Transaction History