Institutional Ownership Ishares Esg Advanced Msci Em E (EMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Em E (EMXF). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $46.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
190,014
shares
|
$8.76 Million
0.01% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
112,737
shares
|
$5.2 Million
5.35% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
110,097
shares
|
$5.08 Million
0.11% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
85,692
shares
|
$3.95 Million
1.25% of portfolio
|
Q3 2025
Added 1207.88%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
62,692
shares
|
$2.89 Million
0.03% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
61,317
shares
|
$2.83 Million
1.27% of portfolio
|
Q2 2025
Added 55.28%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
46,070
shares
|
$2.12 Million
1.55% of portfolio
|
Q2 2025
Reduced 19.48%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
33,886
shares
|
$1.56 Million
1.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
32,755
shares
|
$1.51 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,866
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
19,852
shares
|
$915,574
0.03% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
16,832
shares
|
$776,291
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
16,380
shares
|
$755,445
0.31% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
13,025
shares
|
$600,713
0.11% of portfolio
|
Q1 2024
Added 28.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,347
shares
|
$569,443
0.0% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,916
shares
|
$549,565
0.01% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,461
shares
|
$528,581
0.0% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
11,230
shares
|
$517,927
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
11,175
shares
|
$515,391
0.04% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
11,109
shares
|
$512,347
0.0% of portfolio
|
Q2 2025
Reduced 37.62%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
9,856
shares
|
$454,558
0.0% of portfolio
|
Q2 2025
Added 43.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
9,761
shares
|
$450,177
0.0% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
8,613
shares
|
$397,231
0.11% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,693
shares
|
$354,801
0.01% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,635
shares
|
$352,126
0.0% of portfolio
|
Q1 2025
Added 7.52%
|