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 50 institutions that hold shares in the stock, with a total of 870,416 shares, which have been reported (via 13F filing form) to have a value of $37.9 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
|
$299,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
6,766
shares
|
$294,321
0.12% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,663
shares
|
$289,840
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
6,552
shares
|
$285,012
0.02% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,458
shares
|
$280,923
0.0% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,080
shares
|
$220,980
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
4,955
shares
|
$215,542
0.15% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
2,877
shares
|
$125,149
0.02% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
2,262
shares
|
$98,397
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
2,209
shares
|
$96,091
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,168
shares
|
$94,308
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,025
shares
|
$88,087
0.0% of portfolio
|
Q4 2024
Reduced 64.2%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,750
shares
|
$76,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
637
shares
|
$27,709
0.0% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
582
shares
|
$25,317
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
520
shares
|
$22,620
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
172
shares
|
$7,482
0.0% of portfolio
|
Q1 2025
Reduced 24.23%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
140
shares
|
$6,090
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
62
shares
|
$2,697
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
50
shares
|
$2,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
43
shares
|
$1,870
0.0% of portfolio
|
Q1 2025
Reduced 39.44%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
24
shares
|
$1,044
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$43
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
|