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 39 institutions that hold shares in the stock, with a total of 898,214 shares, which have been reported (via 13F filing form) to have a value of $34.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
129,467
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2024
Added 20.91%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
115,140
shares
|
$4.38 Million
4.65% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
91,782
shares
|
$3.49 Million
2.92% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
86,891
shares
|
$3.31 Million
0.09% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
70,308
shares
|
$2.68 Million
0.07% of portfolio
|
Q3 2024
Added 166.57%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
56,934
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
41,012
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
37,940
shares
|
$1.44 Million
0.82% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
35,907
shares
|
$1.37 Million
0.28% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
33,839
shares
|
$1.29 Million
1.05% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,341
shares
|
$888,358
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,873
shares
|
$680,246
0.0% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
13,374
shares
|
$509,014
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
13,356
shares
|
$508,329
0.03% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
13,025
shares
|
$495,731
0.11% of portfolio
|
Q1 2024
Added 28.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,240
shares
|
$427,794
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
10,493
shares
|
$399,363
0.09% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,466
shares
|
$398,335
0.0% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,255
shares
|
$352,245
0.01% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
8,646
shares
|
$329,066
0.11% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
8,474
shares
|
$322,520
0.0% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,023
shares
|
$305,355
0.03% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
7,980
shares
|
$303,718
0.08% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,783
shares
|
$296,220
0.0% of portfolio
|
Q4 2024
Added 49.9%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
7,058
shares
|
$268,627
0.05% of portfolio
|
Q4 2024
Added 2.98%
|