Purchases and Sales Made in Q2 2025 in Ishares Esg Advanced Msci Em E (EMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Em E (EMXF) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES ESG ADVANCED MSCI EM E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
21.8K+ 55.28% |
$746K - $936K
|
61.3K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.6K+ 11.51% |
$670K - $841K
|
190K
$8.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8KNew |
$575K - $722K
|
16.8K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.2KNew |
$384K - $482K
|
11.2K
$518K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
7.24K+ 13.05% |
$247K - $310K
|
62.7K
$2.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.06KNew |
$241K - $303K
|
7.06K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
6.45K+ 6.23% |
$220K - $277K
|
110K
$5.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
5.08KNew |
$174K - $218K
|
5.08K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.98K+ 43.34% |
$102K - $128K
|
9.86K
$455K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.67K+ 15.57% |
$91.4K - $115K
|
19.9K
$916K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.09K+ 20.32% |
$71.2K - $89.4K
|
12.3K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.55K+ 16.06% |
$52.8K - $66.3K
|
11.2K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.34K+ 12.7% |
$45.9K - $57.6K
|
11.9K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.11K+ 795.71% |
$38.1K - $47.8K
|
1.25K
$57.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
791New |
$27K - $33.9K
|
791
$36.5K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
543+ 36.42% |
$18.6K - $23.3K
|
2.03K
$93.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
302+ 2.71% |
$10.3K - $12.9K
|
11.5K
$529K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
102+ 0.95% |
$3.49K - $4.37K
|
10.9K
$500K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
29+ 0.09% |
$991 - $1.24K
|
33.9K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$820 - $1.03K
|
24
$1.11K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$34.2 - $42.9
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.08% |
$137 - $172
|
4.95K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5- 0.85% |
$171 - $214
|
582
$26.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30- 0.18% |
$1.03K - $1.29K
|
16.4K
$755K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-263- 4.07% |
$8.99K - $11.3K
|
6.2K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-320- 4.3% |
$10.9K - $13.7K
|
7.13K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-490- 5.99% |
$16.7K - $21K
|
7.69K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-534- 26.37% |
$18.2K - $22.9K
|
1.49K
$68.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-607- 95.29% |
$20.7K - $26K
|
30
$1.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.17K- 10.7% |
$40K - $50.2K
|
9.76K
$450K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.9K- 10.64% |
$133K - $167K
|
32.8K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.23K- 49.56% |
$213K - $267K
|
6.34K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.7K- 37.62% |
$229K - $287K
|
11.1K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-11.1K- 19.48% |
$381K - $478K
|
46.1K
$2.12M
|