Congress Wealth Management LLC / DE /
Position in EMXF — iShares ESG Advanced MSCI EM ETF
CIK 1904976
BOSTON, MA
All Filings in EMXF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 EMXF | $510,898 | 11,916 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 EMXF | $404,311 | 10,573 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 EMXF | $346,983 | 9,310 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 EMXF | $375,040 | 9,255 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 EMXF | $375,778 | 10,242 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 EMXF | $415,772 | 11,679 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 EMXF | $409,705 | 11,541 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 EMXF | $339,615 | 10,030 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 EMXF | $274,626 | 7,739 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 EMXF | $262,201 | 7,481 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 EMXF | $207,667 | 6,098 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||