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 38 institutions that hold shares in the stock, with a total of 889,050 shares, which have been reported (via 13F filing form) to have a value of $34.4 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
|
$5.01 Million
0.01% of portfolio
|
Q3 2024
Added 20.91%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
113,108
shares
|
$4.37 Million
4.79% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
91,782
shares
|
$3.55 Million
2.92% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
86,891
shares
|
$3.36 Million
0.09% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
70,308
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2024
Added 166.57%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
56,934
shares
|
$2.2 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
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
35,074
shares
|
$1.36 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
33,839
shares
|
$1.31 Million
1.05% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
33,186
shares
|
$1.28 Million
0.85% of portfolio
|
Q3 2024
Added 53.26%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,341
shares
|
$902,363
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,873
shares
|
$690,970
0.0% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
13,374
shares
|
$517,038
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
13,356
shares
|
$516,342
0.04% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
13,025
shares
|
$503,546
0.11% of portfolio
|
Q1 2024
Added 28.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,240
shares
|
$434,538
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,466
shares
|
$404,615
0.0% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
9,719
shares
|
$375,736
0.09% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,255
shares
|
$357,798
0.01% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
8,711
shares
|
$336,767
0.12% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
8,474
shares
|
$327,604
0.0% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,023
shares
|
$310,169
0.03% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
7,980
shares
|
$308,506
0.08% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
6,854
shares
|
$264,975
0.05% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
6,662
shares
|
$257,552
0.02% of portfolio
|
Q2 2024
New holding
|