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 52 institutions that hold shares in the stock, with a total of 935,862 shares, which have been reported (via 13F filing form) to have a value of $41.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
190,014
shares
|
$8.42 Million
0.01% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
112,737
shares
|
$4.99 Million
5.35% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
110,097
shares
|
$4.88 Million
0.11% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
62,692
shares
|
$2.78 Million
0.03% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
61,317
shares
|
$2.72 Million
1.27% of portfolio
|
Q2 2025
Added 55.28%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
46,070
shares
|
$2.04 Million
1.55% of portfolio
|
Q2 2025
Reduced 19.48%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
33,886
shares
|
$1.5 Million
1.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
32,755
shares
|
$1.45 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,866
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
19,852
shares
|
$879,443
0.03% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
16,832
shares
|
$745,657
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
16,380
shares
|
$725,634
0.31% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
13,025
shares
|
$577,007
0.11% of portfolio
|
Q1 2024
Added 28.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,347
shares
|
$546,972
0.0% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,916
shares
|
$527,878
0.01% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,461
shares
|
$507,722
0.0% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
11,230
shares
|
$497,488
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
11,175
shares
|
$495,052
0.04% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
11,109
shares
|
$492,128
0.0% of portfolio
|
Q2 2025
Reduced 37.62%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
10,852
shares
|
$480,743
0.09% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
9,856
shares
|
$436,620
0.0% of portfolio
|
Q2 2025
Added 43.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
9,761
shares
|
$432,412
0.0% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
8,613
shares
|
$381,555
0.11% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,693
shares
|
$340,799
0.01% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,635
shares
|
$338,230
0.0% of portfolio
|
Q1 2025
Added 7.52%
|