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 47 institutions that hold shares in the stock, with a total of 865,274 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 |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
6,876
shares
|
$279,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
6,766
shares
|
$274,970
0.12% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,663
shares
|
$270,784
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
6,552
shares
|
$266,273
0.02% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,458
shares
|
$262,453
0.0% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
4,955
shares
|
$201,371
0.15% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
2,877
shares
|
$116,921
0.02% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
2,262
shares
|
$91,927
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
2,209
shares
|
$89,773
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,168
shares
|
$88,107
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,025
shares
|
$82,296
0.0% of portfolio
|
Q4 2024
Reduced 64.2%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,750
shares
|
$71,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
637
shares
|
$25,887
0.0% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
587
shares
|
$23,855
0.0% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
520
shares
|
$21,132
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
172
shares
|
$6,990
0.0% of portfolio
|
Q1 2025
Reduced 24.23%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
140
shares
|
$5,689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
62
shares
|
$2,519
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
50
shares
|
$2,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$40
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$40
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|