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 43 institutions that hold shares in the stock, with a total of 824,048 shares, which have been reported (via 13F filing form) to have a value of $31.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
144,761
shares
|
$5.59 Million
0.01% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
115,140
shares
|
$4.45 Million
4.65% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
90,797
shares
|
$3.51 Million
0.09% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
63,168
shares
|
$2.44 Million
1.86% of portfolio
|
Q4 2024
Reduced 31.18%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
57,673
shares
|
$2.23 Million
0.03% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
52,977
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Added 29.17%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
39,489
shares
|
$1.53 Million
0.84% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
36,654
shares
|
$1.42 Million
0.29% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
33,841
shares
|
$1.31 Million
0.96% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,866
shares
|
$883,313
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
15,908
shares
|
$614,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
13,025
shares
|
$503,155
0.1% of portfolio
|
Q1 2024
Added 28.96%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
12,479
shares
|
$482,063
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
10,750
shares
|
$415,272
0.07% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,689
shares
|
$412,916
0.0% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
10,262
shares
|
$396,421
0.0% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
9,310
shares
|
$359,645
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
8,646
shares
|
$333,994
0.11% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,492
shares
|
$328,045
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
8,383
shares
|
$323,835
0.03% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,347
shares
|
$283,814
0.03% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
7,101
shares
|
$274,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
7,058
shares
|
$272,650
0.05% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
6,766
shares
|
$261,370
0.12% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,552
shares
|
$253,103
0.02% of portfolio
|
Q4 2024
Reduced 1.65%
|