Purchases and Sales Made in Q4 2025 in Ishares Esg Advanced Msci Em E (EMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Em E (EMXF) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES ESG ADVANCED MSCI EM E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.39KNew |
$283K - $305K
|
6.39K
$300K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.33KNew |
$192K - $207K
|
4.33K
$204K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.59K+ 4.68% |
$159K - $171K
|
80.2K
$3.77M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 53.39% |
$147K - $158K
|
9.54K
$448K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.4K+ 5.79% |
$61.7K - $66.6K
|
25.5K
$1.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
305+ 13.48% |
$13.5K - $14.6K
|
2.57K
$121K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
210New |
$9.29K - $10K
|
210
$9.87K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 17.95% |
$310 - $334
|
46
$2.16K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-58- 2.91% |
$2.56K - $2.77K
|
1.93K
$90.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.38K- 2.19% |
$105K - $114K
|
106K
$4.98M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-39.3K- 45.84% |
$1.74M - $1.88M
|
46.4K
$2.18M
|
|