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iShares ESG Advanced MSCI EM ETF (EMXF) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares ESG Advanced MSCI EM ETF (NASDAQ:EMXF)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$10.96M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.84M
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EMXF Institutional Buying and Selling by Quarter

iShares ESG Advanced MSCI EM ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025Robertson Stephens Wealth Management LLC16,832$722K0.0%N/A0.701%
7/23/2025 Values Added Financial LLC61,317$2.63M1.3%+55.3%2.555%
7/11/2025 Diversified Trust Co5,080$218K0.0%N/A0.212%
6/27/2025Goldman Sachs Group Inc.12,562$480K0.0%-21.0%0.546%
6/2/2025Modern Wealth Management LLC8,183$313K0.0%N/A0.356%
5/29/2025Plum Street Advisors LLC16,410$628K0.3%N/A0.713%
5/19/2025SageView Advisory Group LLC17,178$657K0.0%N/A0.747%
5/16/2025Goldman Sachs Group Inc.12,562$480K0.0%-21.0%0.546%
5/15/2025Royal Bank of Canada17,809$681K0.0%+109.7%0.774%
5/15/2025MAI Capital Management7,635$292K0.0%+7.5%0.332%
5/14/2025Ally Invest Advisors Inc.9,629$368K0.0%+14.9%0.419%
5/14/2025Haverford Trust Co6,876$263K0.0%N/A0.299%
5/14/2025CW Advisors LLC10,573$404K0.0%+13.6%0.460%
5/14/2025RWA Wealth Partners LLC55,453$2.12M0.0%-3.8%2.411%
5/12/2025Balanced Rock Investment Advisors LLC57,214$2.19M1.7%-9.4%2.488%
5/2/2025Bailard Inc.103,644$3.96M0.1%+14.1%4.506%
5/2/2025Invera Wealth Advisors LLC112,737$4.31M5.1%-2.1%4.902%
4/30/2025Stratos Wealth Partners LTD.6,458$247K0.0%-17.0%0.281%
4/29/2025Envestnet Asset Management Inc.10,262$392K0.0%-3.4%0.446%
4/29/2025 Values Added Financial LLC39,489$1.51M0.8%+4.1%1.717%
4/23/2025Walkner Condon Financial Advisors LLC36,654$1.40M0.3%+2.1%1.594%
3/5/2025 Financial Insights Inc.7,373$275K0.1%N/A0.321%
2/17/2025Lazard Asset Management LLC22,866$852K0.0%-2.0%0.994%
2/14/2025Balanced Rock Investment Advisors LLC63,168$2.35M1.9%-31.2%2.746%
2/13/2025Main Street Financial Solutions LLC7,347$274K0.0%+14.5%0.319%
2/13/2025Ally Invest Advisors Inc.8,383$312K0.0%+4.5%0.364%
2/12/2025RWA Wealth Partners LLC57,673$2.15M0.0%+1.3%2.508%
2/11/2025Sei Investments Co.144,761$5.40M0.0%+11.8%6.294%
2/10/2025Parkworth Wealth Management Inc.4,953$185K0.2%N/A0.215%
2/5/2025Bailard Inc.90,797$3.38M0.1%+4.5%3.948%
2/3/2025Invera Wealth Advisors LLC115,140$4.40M4.4%+1.8%5.006%
1/30/2025Walkner Condon Financial Advisors LLC35,907$1.34M0.3%+2.4%1.561%
1/30/2025 Values Added Financial LLC37,940$1.41M0.8%+14.3%1.650%
1/27/2025Stratos Wealth Partners LTD.7,783$290K0.0%+49.9%0.338%
1/24/2025 Optas LLC10,493$391K0.1%+8.0%0.477%
1/14/2025Hart & Patterson Financial Group LLC6,766$252K0.1%+5.3%0.308%
10/31/2024Walkner Condon Financial Advisors LLC35,074$1.42M0.3%-0.8%1.594%
10/29/2024 Optas LLC9,719$394K0.1%+4.5%0.442%
10/28/2024 Values Added Financial LLC33,186$1.35M0.8%+53.3%1.508%
10/28/2024Wade Financial Advisory Inc8,711$353K0.1%+14.6%0.396%
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10/2/2024 Abacus Planning Group Inc.6,854$278K0.0%+8.7%0.326%
8/13/2024Sei Investments Co.107,079$3.93M0.0%+135.9%5.099%
8/8/2024Wrapmanager Inc.8,186$300K0.1%+5.8%0.390%
8/7/2024Invera Wealth Advisors LLC111,234$4.22M4.3%+1.8%5.297%
8/6/2024Asset Dedication LLC6,662$244K0.0%N/A0.317%
7/31/2024Balanced Rock Investment Advisors LLC90,192$3.31M2.8%-0.6%4.295%
7/30/2024 Values Added Financial LLC21,653$794K0.6%+7.9%1.031%
7/26/2024Walkner Condon Financial Advisors LLC35,352$1.30M0.3%+4.9%1.683%
7/26/2024Bailard Inc.76,883$2.82M0.1%+77.4%3.661%
7/25/2024Wade Financial Advisory Inc7,601$279K0.1%-11.3%0.362%
5/15/2024Flow Traders U.S. LLC162,992$5.80M0.3%N/A7.762%
5/14/2024Biltmore Family Office LLC3,028$108K0.0%-75.1%0.144%
5/14/2024OLD Mission Capital LLC126,398$4.50M0.1%N/A6.019%
5/13/2024Balanced Rock Investment Advisors LLC90,701$3.23M2.8%-4.3%4.319%
5/7/2024Sei Investments Co.45,391$1.62M0.0%N/A2.161%
5/4/2024Gould Asset Management LLC CA13,025$464K0.1%+29.0%0.620%
4/29/2024RWA Wealth Partners LLC50,006$1.78M0.0%+2.4%2.381%
4/26/2024Crestone Asset Management LLC11,077$394K0.1%-25.5%0.527%
4/25/2024 Values Added Financial LLC20,062$714K0.6%-14.8%0.955%
4/22/2024Invera Wealth Advisors LLC109,273$3.76M3.1%+8.3%5.203%
4/18/2024 Optas LLC9,309$331K0.1%+10.4%0.443%
2/15/2024Biltmore Family Office LLC12,180$432K0.1%-36.8%0.609%
2/9/2024Congress Wealth Management LLC DE11,541$410K0.0%+15.1%0.577%
2/7/2024Wrapmanager Inc.9,949$353K0.1%-4.4%0.497%
2/6/2024Crestone Asset Management LLC14,867$528K0.1%-8.0%0.743%
2/2/2024Gould Asset Management LLC CA10,100$359K0.1%+51.3%0.505%
2/2/2024Bailard Inc.29,202$1.04M0.0%N/A1.460%
2/1/2024RWA Wealth Partners LLC48,855$1.73M0.0%N/A2.443%
1/29/2024 Clarius Group LLC13,356$474K0.0%-2.2%0.668%
1/26/2024Financial Connections Group Inc.1,517$53K0.0%-86.1%0.076%
1/26/2024 Optas LLC8,430$299K0.1%+36.9%0.422%
1/24/2024Walkner Condon Financial Advisors LLC32,890$1.17M0.3%+10.0%1.645%
1/18/2024 Values Added Financial LLC23,544$836K0.7%-6.5%1.177%
1/17/2024Invera Wealth Advisors LLC100,890$3.58M2.2%N/A5.045%
12/7/2023 Financial Insights Inc.6,052$200K0.1%N/A0.319%
11/14/2023Lazard Asset Management LLC23,341$790K0.0%N/A1.228%
11/6/2023Financial Connections Group Inc.10,884$368K0.5%-16.1%0.573%
11/3/2023Main Street Financial Solutions LLC6,831$231K0.0%N/A0.360%
10/31/2023 Optas LLC6,158$209K0.1%-27.4%0.324%
10/30/2023Congress Wealth Management LLC DE10,030$340K0.0%+29.6%0.528%
10/24/2023Gould Asset Management LLC CA6,675$226K0.1%+14.1%0.417%
10/20/2023Walkner Condon Financial Advisors LLC29,895$1.01M0.3%+3.0%1.868%
10/11/2023 Abacus Planning Group Inc.6,308$214K0.1%N/A0.394%
10/11/2023Wade Financial Advisory Inc15,870$537K0.2%+36.0%0.992%
8/10/2023Wade Financial Advisory Inc11,670$414K0.2%+13.0%0.729%
8/8/2023Wrapmanager Inc.10,236$363K0.1%+3.4%0.640%
8/3/2023Crestone Asset Management LLC16,162$574K0.1%+8.7%1.010%
7/24/2023 Values Added Financial LLC13,588$482K0.5%N/A0.849%
7/21/2023Walkner Condon Financial Advisors LLC29,026$1.03M0.3%+2.3%1.814%
7/20/2023 Optas LLC8,483$301K0.1%-19.5%0.606%
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7/14/2023Financial Connections Group Inc.12,966$460K0.3%-10.1%0.926%
5/15/2023Flow Traders U.S. LLC104,289$3.66M0.1%-44.6%7.449%
5/12/2023Atlantic Private Wealth LLC30,298$1.06M1.1%+9.9%2.164%
5/8/2023Wrapmanager Inc.9,904$347K0.1%-4.4%0.707%
5/2/2023Crestone Asset Management LLC14,867$521K0.1%-17.7%1.062%
5/2/2023Gould Asset Management LLC CA5,850$205K0.1%N/A0.418%
4/21/2023Walkner Condon Financial Advisors LLC28,361$995K0.3%+4.3%2.026%
4/18/2023 Optas LLC10,535$369K0.1%N/A0.753%
4/18/2023 Financial Insights Inc.5,860$205K0.1%N/A0.419%
4/14/2023Congress Wealth Management LLC DE7,481$262K0.0%+22.7%0.534%
(Data available from 1/1/2016 forward)

EMXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EMXF shares?

During the previous two years, 38 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI EM ETF. The most heavily invested institutionals were Flow Traders U.S. LLC ($5.80M), Sei Investments Co. ($5.40M), OLD Mission Capital LLC ($4.50M), Invera Wealth Advisors LLC ($4.31M), Bailard Inc. ($3.96M), Values Added Financial LLC ($2.63M), and Balanced Rock Investment Advisors LLC ($2.19M).Learn more on iShares ESG Advanced MSCI EM ETF's institutional investors.

Which institutional investors have been buying iShares ESG Advanced MSCI EM ETF's stock?

Of the 32 institutional investors that purchased iShares ESG Advanced MSCI EM ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($162.99K), OLD Mission Capital LLC ($126.40K), Sei Investments Co. ($122.37K), Invera Wealth Advisors LLC ($113.27K), Bailard Inc. ($79.51K), RWA Wealth Partners LLC ($50.75K), and Values Added Financial LLC ($41.26K).

How much institutional buying is happening at iShares ESG Advanced MSCI EM ETF?

Institutional investors have bought a total of 285,954 shares in the last 24 months. This purchase volume represents approximately $10.96M in transactions.

Which of iShares ESG Advanced MSCI EM ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares ESG Advanced MSCI EM ETF stock in the last 24 months: Balanced Rock Investment Advisors LLC ($35.08K), Goldman Sachs Group Inc. ($6.69K), Invera Wealth Advisors LLC ($2.40K), RWA Wealth Partners LLC ($2.22K), Stratos Wealth Partners LTD. ($1.33K), Lazard Asset Management LLC ($475.00), and Envestnet Asset Management Inc. ($361.00).

How much institutional selling is happening at iShares ESG Advanced MSCI EM ETF?

Institutional investors have sold a total of 48,831 shares in the last 24 months. This volume of shares sold represents approximately $1.84M in transactions.


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This page (NASDAQ:EMXF) was last updated on 7/25/2025 by MarketBeat.com Staff
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