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 48 institutions that hold shares in the stock, with a total of 865,317 shares, which have been reported (via 13F filing form) to have a value of $35.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
170,404
shares
|
$6.93 Million
0.01% of portfolio
|
Q1 2025
Added 17.71%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
112,737
shares
|
$4.58 Million
5.35% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
103,644
shares
|
$4.21 Million
0.1% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
57,214
shares
|
$2.33 Million
1.74% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
55,453
shares
|
$2.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
39,489
shares
|
$1.6 Million
0.84% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
36,654
shares
|
$1.49 Million
0.29% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
33,857
shares
|
$1.38 Million
1.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,866
shares
|
$929,274
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
17,809
shares
|
$723,757
0.0% of portfolio
|
Q1 2025
Added 109.72%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
17,178
shares
|
$698,113
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
16,410
shares
|
$666,902
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
13,025
shares
|
$529,336
0.1% of portfolio
|
Q1 2024
Added 28.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
12,562
shares
|
$510,519
0.0% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
11,159
shares
|
$453,501
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
10,931
shares
|
$444,235
0.0% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
10,750
shares
|
$436,880
0.07% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,573
shares
|
$429,686
0.01% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
10,262
shares
|
$417,047
0.0% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
9,629
shares
|
$391,322
0.03% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
8,613
shares
|
$350,032
0.11% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
8,183
shares
|
$332,557
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,635
shares
|
$310,286
0.0% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
7,448
shares
|
$302,686
0.02% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
7,058
shares
|
$286,837
0.05% of portfolio
|
Q4 2024
Added 2.98%
|