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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
7,128
shares
|
$315,770
0.02% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
7,058
shares
|
$312,669
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
6,766
shares
|
$299,733
0.12% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
6,552
shares
|
$290,253
0.02% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
6,552
shares
|
$290,253
0.11% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
6,336
shares
|
$280,684
0.0% of portfolio
|
Q2 2025
Reduced 49.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,195
shares
|
$274,438
0.0% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,080
shares
|
$225,044
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4,951
shares
|
$219,329
0.15% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
2,877
shares
|
$127,451
0.02% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,262
shares
|
$100,206
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
2,209
shares
|
$97,858
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,168
shares
|
$96,042
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
2,044
shares
|
$90,549
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,034
shares
|
$90,106
0.0% of portfolio
|
Q2 2025
Added 36.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,254
shares
|
$55,552
0.0% of portfolio
|
Q2 2025
Added 795.71%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
791
shares
|
$35,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
582
shares
|
$25,782
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
520
shares
|
$23,036
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
172
shares
|
$7,619
0.0% of portfolio
|
Q1 2025
Reduced 24.23%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
62
shares
|
$2,746
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
43
shares
|
$1,904
0.0% of portfolio
|
Q1 2025
Reduced 39.44%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
30
shares
|
$1,329
0.0% of portfolio
|
Q2 2025
Reduced 95.29%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
24
shares
|
$1,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q4 2024
New holding
|