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 41 institutions that hold shares in the stock, with a total of 835,797 shares, which have been reported (via 13F filing form) to have a value of $32.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
144,761
shares
|
$5.63 Million
0.01% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
115,140
shares
|
$4.48 Million
4.65% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
90,797
shares
|
$3.53 Million
0.09% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
63,168
shares
|
$2.46 Million
1.86% of portfolio
|
Q4 2024
Reduced 31.18%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
57,673
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
52,977
shares
|
$2.06 Million
0.01% of portfolio
|
Q4 2024
Added 29.17%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
37,940
shares
|
$1.48 Million
0.82% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
35,907
shares
|
$1.4 Million
0.28% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
33,841
shares
|
$1.32 Million
0.96% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,341
shares
|
$908,431
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,873
shares
|
$695,617
0.0% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
15,908
shares
|
$619,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
13,374
shares
|
$520,516
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
13,356
shares
|
$519,815
0.03% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
13,025
shares
|
$506,933
0.1% of portfolio
|
Q1 2024
Added 28.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,689
shares
|
$416,015
0.0% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,623
shares
|
$413,447
0.0% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
10,493
shares
|
$408,387
0.09% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
9,310
shares
|
$362,345
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
8,646
shares
|
$336,502
0.11% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
8,474
shares
|
$329,808
0.0% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
8,383
shares
|
$326,266
0.03% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,783
shares
|
$302,914
0.0% of portfolio
|
Q4 2024
Added 49.9%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,347
shares
|
$285,945
0.03% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
7,058
shares
|
$274,697
0.05% of portfolio
|
Q4 2024
Added 2.98%
|