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 54 institutions that hold shares in the stock, with a total of 1.09 Million shares, which have been reported (via 13F filing form) to have a value of $51.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
213,230
shares
|
$10 Million
0.01% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
112,858
shares
|
$5.3 Million
0.11% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
108,398
shares
|
$5.09 Million
3.23% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
85,692
shares
|
$4.03 Million
1.25% of portfolio
|
Q3 2025
Added 1207.88%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
76,591
shares
|
$3.6 Million
1.54% of portfolio
|
Q3 2025
Added 24.91%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
62,808
shares
|
$2.95 Million
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
44,613
shares
|
$2.1 Million
1.48% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
33,896
shares
|
$1.59 Million
1.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
33,324
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 196.74%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
24,084
shares
|
$1.13 Million
0.18% of portfolio
|
Q3 2025
Reduced 26.47%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,866
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
20,439
shares
|
$960,428
0.03% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
16,832
shares
|
$790,935
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
16,519
shares
|
$776,227
0.29% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
14,501
shares
|
$681,401
0.0% of portfolio
|
Q3 2025
Added 612.93%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
13,025
shares
|
$612,044
0.11% of portfolio
|
Q1 2024
Added 28.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,306
shares
|
$578,258
0.0% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,916
shares
|
$559,932
0.01% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
11,879
shares
|
$558,194
0.04% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
11,822
shares
|
$555,515
0.0% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,551
shares
|
$542,781
0.0% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
9,970
shares
|
$468,490
0.0% of portfolio
|
Q2 2025
Reduced 37.62%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
9,856
shares
|
$463,133
0.0% of portfolio
|
Q2 2025
Added 43.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,716
shares
|
$409,564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
8,613
shares
|
$404,724
0.11% of portfolio
|
Q1 2025
Reduced 0.38%
|
|