Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
79.1K+ 1207.88% |
$3.36M - $3.61M
|
85.7K
$4.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
23.2K+ 12.22% |
$987K - $1.06M
|
213K
$10M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.1K+ 196.74% |
$939K - $1.01M
|
33.3K
$1.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
15.3K+ 24.91% |
$649K - $696K
|
76.6K
$3.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 612.93% |
$530K - $568K
|
14.5K
$681K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.72KNew |
$370K - $397K
|
8.72K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.45KNew |
$231K - $248K
|
5.45K
$256K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.73KNew |
$201K - $216K
|
4.73K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.13K+ 313200.0% |
$133K - $143K
|
3.13K
$147K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
2.76K+ 2.51% |
$117K - $126K
|
113K
$5.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.06K+ 21.11% |
$87.6K - $94K
|
11.8K
$556K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
845+ 7.37% |
$35.9K - $38.5K
|
12.3K
$578K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
704+ 6.3% |
$29.9K - $32.1K
|
11.9K
$558K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
587+ 2.96% |
$24.9K - $26.8K
|
20.4K
$960K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
229+ 3.0% |
$9.73K - $10.4K
|
7.86K
$370K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
139+ 0.85% |
$5.91K - $6.34K
|
16.5K
$776K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
116+ 0.19% |
$4.93K - $5.29K
|
62.8K
$2.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
115New |
$4.89K - $5.24K
|
115
$5.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22+ 0.36% |
$935 - $1K
|
6.22K
$292K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 62.5% |
$638 - $684
|
39
$1.83K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.03% |
$425 - $456
|
33.9K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5+ 0.07% |
$213 - $228
|
7.13K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$42.5 - $45.6
|
1
$47
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-33- 0.42% |
$1.4K - $1.5K
|
7.89K
$371K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-53- 2.59% |
$2.25K - $2.42K
|
1.99K
$93.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-767- 96.97% |
$32.6K - $35K
|
24
$1.13K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-796- 6.45% |
$33.8K - $36.3K
|
11.6K
$543K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.14K- 10.25% |
$48.4K - $51.9K
|
9.97K
$468K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.46K- 3.16% |
$61.9K - $66.4K
|
44.6K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.55K- 24.45% |
$65.8K - $70.6K
|
4.79K
$225K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.95K- 1.76% |
$82.7K - $88.8K
|
108K
$5.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-5.51K- 50.75% |
$234K - $251K
|
5.35K
$251K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.67K- 26.47% |
$369K - $395K
|
24.1K
$1.13M
|
|