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iShares ESG Advanced MSCI EM ETF (EMXF) Institutional Ownership

iShares ESG Advanced MSCI EM ETF logo
$56.46 +0.06 (+0.11%)
As of 07/2/2026 03:58 PM Eastern
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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)
33
Total
Institutional Inflows
(last 12 months)
$13.11M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.75M
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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
5/18/2026Royal Bank of Canada15,434$737K0.0%-7.5%0.551%
5/14/2026Sei Investments Co.229,375$10.97M0.0%+2.5%8.192%
5/13/2026Cetera Investment Advisers5,065$242K0.0%-4.9%0.181%
5/6/2026Gould Asset Management LLC CA12,550$600K0.1%-3.6%0.448%
4/28/2026Walkner Condon Financial Advisors LLC25,111$1.20M0.2%-1.4%0.897%
4/27/2026Optas LLC8,888$425K0.1%+68.6%0.317%
2/27/2026Financially in Tune LLC4,580$213K0.2%N/A0.170%
2/20/2026Talisman Wealth Advisors LLC8,803$410K0.3%N/A0.326%
2/18/2026Beacon Pointe Advisors LLC9,292$432K0.0%+6.6%0.344%
2/18/2026Main Street Financial Solutions LLC4,736$220K0.0%-33.6%0.175%
2/17/2026Lazard Asset Management LLC21,696$1.01M0.0%-5.1%0.804%
2/17/2026Osaic Holdings Inc.14,851$691K0.0%+2.4%0.550%
2/17/2026Royal Bank of Canada16,683$777K0.0%+67.3%0.618%
2/16/2026MML Investors Services LLC12,825$597K0.0%+4.2%0.475%
2/13/2026Kestra Advisory Services LLC780$36K0.0%N/A0.029%
2/13/2026Plum Street Advisors LLC24,068$1.12M0.4%+45.7%0.891%
2/13/2026Ally Invest Advisors Inc.10,638$495K0.0%-10.4%0.394%
2/13/2026Balanced Rock Investment Advisors LLC44,886$2.09M1.5%+0.6%1.662%
2/12/2026Timmons Wealth Management LLC539$25K0.0%N/A0.020%
2/10/2026Mccarter Private Wealth Services LLC5,468$254K0.1%N/A0.203%
2/4/2026Summit Wealth Group LLC Co.8,359$389K0.1%N/A0.310%
2/4/2026Bailard Inc.112,391$5.23M0.1%-0.4%4.163%
2/3/2026RFG Advisory LLC7,276$339K0.0%N/A0.269%
1/23/2026Invera Wealth Advisors LLC106,019$4.93M3.1%-2.2%3.927%
1/23/2026NBT Bank N A NY2,567$119K0.0%+13.5%0.095%
1/21/2026Walkner Condon Financial Advisors LLC25,479$1.19M0.2%+5.8%0.944%
1/20/2026Stratos Wealth Partners LTD.9,536$444K0.0%+53.4%0.353%
1/16/2026Values Added Financial LLC80,179$3.73M1.6%+4.7%2.970%
1/15/2026Stewardship Advisors LLC4,334$202K0.0%N/A0.161%
1/12/2026KWB Wealth6,389$297K0.0%N/A0.237%
1/9/2026Cambridge Financial Group LLC46,412$2.11M0.7%-45.8%1.785%
11/13/2025Sei Investments Co.213,230$9.65M0.0%+12.2%8.201%
11/10/2025MAI Capital Management7,864$356K0.0%+6.0%0.302%
11/5/2025Savant Capital LLC4,734$214K0.0%N/A0.182%
11/5/2025Envestnet Asset Management Inc.11,551$523K0.0%-6.4%0.444%
10/31/2025Values Added Financial LLC76,591$3.47M1.5%+24.9%2.946%
10/30/2025Bailard Inc.112,858$5.11M0.1%+2.5%4.341%
10/29/2025Invera Wealth Advisors LLC108,398$4.91M3.0%-1.8%4.169%
10/29/2025Walkner Condon Financial Advisors LLC24,084$1.09M0.2%-26.5%0.926%
10/15/2025Optas LLC5,345$242K0.0%-50.7%0.206%
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10/6/2025Cambridge Financial Group LLC85,692$3.88M1.2%+1,207.9%3.296%
8/15/2025Smartleaf Asset Management LLC1,254$53K0.0%+795.7%0.050%
8/15/2025Modern Wealth Management LLC7,693$330K0.0%-6.0%0.308%
8/15/2025Balanced Rock Investment Advisors LLC46,070$1.98M1.5%-19.5%1.843%
8/14/2025Main Street Financial Solutions LLC7,128$306K0.0%-4.3%0.285%
8/14/2025Sei Investments Co.190,014$8.15M0.0%+11.5%7.601%
8/14/2025Ally Invest Advisors Inc.11,175$479K0.0%+16.1%0.447%
8/13/2025SageView Advisory Group LLC19,852$857K0.0%+15.6%0.794%
8/13/2025CW Advisors LLC11,916$511K0.0%+12.7%0.477%
8/8/2025Bailard Inc.110,097$4.72M0.1%+6.2%4.404%
8/6/2025RWA Wealth Partners LLC62,692$2.69M0.0%+13.1%2.508%
8/6/2025Walkner Condon Financial Advisors LLC32,755$1.40M0.3%-10.6%1.310%
8/1/2025Envestnet Asset Management Inc.12,347$529K0.0%+20.3%0.494%
7/29/2025Stratos Wealth Partners LTD.6,195$266K0.0%-4.1%0.248%
7/24/2025Robertson Stephens Wealth Management LLC16,832$722K0.0%N/A0.701%
7/23/2025Values Added Financial LLC61,317$2.63M1.3%+55.3%2.555%
7/11/2025Diversified 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%
4/29/2025Values 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%
3/5/2025Financial 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%
1/30/2025Values 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%
1/24/2025Optas LLC10,493$391K0.1%+8.0%0.477%
1/14/2025Hart & Patterson Financial Group LLC6,766$252K0.1%+5.3%0.308%
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10/31/2024Walkner Condon Financial Advisors LLC35,074$1.42M0.3%-0.8%1.594%
10/29/2024Optas LLC9,719$394K0.1%+4.5%0.442%
10/28/2024Values Added Financial LLC33,186$1.35M0.8%+53.3%1.508%
10/28/2024Wade Financial Advisory Inc8,711$353K0.1%+14.6%0.396%
10/2/2024Abacus 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%


EMXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI EM ETF. The most heavily invested institutionals were Sei Investments Co. ($10.97M), Bailard Inc. ($5.23M), Invera Wealth Advisors LLC ($4.93M), Values Added Financial LLC ($3.73M), RWA Wealth Partners LLC ($2.69M), Cambridge Financial Group LLC ($2.11M), and Balanced Rock Investment Advisors LLC ($2.09M).Learn more on iShares ESG Advanced MSCI EM ETF's institutional investors.

Of the 44 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: Sei Investments Co. ($125.33K), Cambridge Financial Group LLC ($79.14K), Values Added Financial LLC ($60.12K), Bailard Inc. ($59.52K), Plum Street Advisors LLC ($23.96K), SageView Advisory Group LLC ($19.85K), and Robertson Stephens Wealth Management LLC ($16.83K).

Institutional investors have bought a total of 291,629 shares in the last 24 months. This purchase volume represents approximately $13.11M in transactions.

Of the 15 institutional investors that sold iShares ESG Advanced MSCI EM ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Financial Group LLC ($39.28K), Walkner Condon Financial Advisors LLC ($12.94K), Balanced Rock Investment Advisors LLC ($11.14K), Optas LLC ($5.51K), Invera Wealth Advisors LLC ($4.33K), Main Street Financial Solutions LLC ($2.72K), and Royal Bank of Canada ($1.25K).

Institutional investors have sold a total of 82,322 shares in the last 24 months. This volume of shares sold represents approximately $3.75M in transactions.


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This page (NASDAQ:EMXF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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