Free Trial
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free EMXF Stock Alerts

iShares ESG Advanced MSCI EM ETF (EMXF) Institutional Ownership

iShares ESG Advanced MSCI EM ETF logo
$56.57 -0.24 (-0.42%)
Closing price 03:59 PM Eastern
Extended Trading
$56.60 +0.03 (+0.05%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$6.11M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.41M
Get EMXF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Advanced MSCI EM ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EMXF Institutional Buying and Selling by Quarter

iShares ESG Advanced MSCI EM ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.4,547$263K0.0%N/A0.157%
8/23/2026Atlantic Private Wealth LLC29,966$1.74M1.0%-11.3%1.033%
7/10/2026KWB Wealth3,823$222K0.0%-36.4%0.132%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
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%


EMXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 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 41 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: Cambridge Financial Group LLC ($79.14K), Sei Investments Co. ($63.64K), Values Added Financial LLC ($58.53K), Bailard Inc. ($25.97K), 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 131,232 shares in the last 24 months. This purchase volume represents approximately $6.11M in transactions.

Of the 14 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 ($9.04K), Optas LLC ($5.51K), Invera Wealth Advisors LLC ($4.33K), Atlantic Private Wealth LLC ($3.82K), Main Street Financial Solutions LLC ($2.40K), and KWB Wealth ($2.19K).

Institutional investors have sold a total of 72,210 shares in the last 24 months. This volume of shares sold represents approximately $3.41M in transactions.


Related Companies

Institutional ownership data for NASDAQ:EMXF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel