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 44 institutions that hold shares in the stock, with a total of 843,400 shares, which have been reported (via 13F filing form) to have a value of $32.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
7,058
shares
|
$273,709
0.05% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
6,766
shares
|
$262,385
0.12% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,552
shares
|
$254,086
0.02% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
4,953
shares
|
$192,077
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
2,977
shares
|
$115,448
0.02% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
2,262
shares
|
$87,720
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
2,209
shares
|
$85,665
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,168
shares
|
$84,075
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
906
shares
|
$35,134
0.0% of portfolio
|
Q2 2024
Reduced 80.83%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
542
shares
|
$21,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
388
shares
|
$15,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
227
shares
|
$8,803
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
199
shares
|
$7,717
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
62
shares
|
$2,404
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
50
shares
|
$1,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|