iShares ESG Adv MSCI Em ETFEMXFETF
13F holders, Q2 2026 (June 30)65holders +5
7new positions
3sold out
$57.94avg. 13F price*
At the end of Q2 2026, 65 institutions reported holding iShares ESG Adv MSCI Em ETF (EMXF) in their 13F filings, up 5 from Q1 2026. 7 opened new positions and 3 sold out. The largest holders were Sei Investments Co. ($12.7M), Bailard, Inc. ($7.7M) and Invera Wealth Advisors, LLC ($5.7M).
- Company
- iShares ESG Adv MSCI Em ETF
- CUSIP
- 46436E742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.1M |
| Exits | 3 | $1.9M |
All 13F filers, Q1 2026 → Q2 2026: 46,271 shares bought and 72,422 shares sold, net −26,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Sei Investments Co. | 0.01% | Reduce -4.7% | 218,541 | $12.7M |
| Bailard, Inc. | 0.16% | Add +5.4% | 133,396 | $7.7M |
| Invera Wealth Advisors, LLC | 3.08% | Reduce -7.3% | 98,999 | $5.7M |
| Values Added Financial LLC | 1.94% | Add +6.2% | 92,810 | $5.4M |
| Rwa Wealth Partners, LLC | 0.03% | Add +0.2% | 59,353 | $3.4M |
| Balanced Rock Investment Advisors LLC | 1.50% | Reduce -5.3% | 41,421 | $2.4M |
| Atlantic Private Wealth, LLC | 1.06% | Reduce -11.3% | 29,966 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -4.3% | 29,447 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -1.7% | 24,689 | $1.4M |
| Plum Street Advisors, LLC | 0.44% | Add +2.5% | 24,003 | $1.4M |
| Lazard Asset Management LLC | 0.00% | No change | 21,696 | $1.3M |
| Creative Planning | 0.00% | Add +0.6% | 21,457 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Add +0.7% | 19,988 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +9.9% | 16,964 | $984K |
| Osaic Holdings, Inc. | 0.00% | Add +9.1% | 16,746 | $970K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +34.9% | 14,425 | $836K |
| Fairlight Advisors | 0.63% | — | 13,402 | $777K |
| Pathstone Holdings, LLC | 0.00% | Add +1.2% | 12,946 | $750K |
| Gould Asset Management LLC | 0.11% | No change | 12,550 | $727K |
| MML Investors Services, LLC | 0.00% | Add +20.2% | 10,554 | $612K |
| Ally Invest Advisors Inc. | 0.04% | Add +1.8% | 10,498 | $608K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +9.2% | 10,111 | $586K |
| Brown Advisory Inc. | 0.00% | New | 10,016 | $580K |
| MAI Capital Management | 0.00% | Add +3.1% | 9,895 | $573K |
| Haverford Trust Co | 0.00% | No change | 9,856 | $571K |
| LPL Financial LLC | 0.00% | Add +58.7% | 8,490 | $492K |
| Summit Wealth Group LLC / Co. | 0.04% | Reduce -7.7% | 7,621 | $442K |
| Cambridge Financial Group, LLC | 0.13% | No change | 7,132 | $413K |
| Abacus Planning Group, Inc. | 0.05% | Reduce -4.9% | 6,709 | $389K |
| Asset Dedication, LLC | 0.02% | No change | 6,552 | $380K |
| Modern Wealth Management, LLC | 0.00% | Reduce -24.2% | 5,998 | $348K |
| Savant Capital, LLC | 0.00% | Add +7.7% | 5,218 | $302K |
| Diversified Trust Co. | 0.00% | No change | 5,080 | $294K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.2% | 5,032 | $292K |
| Cetera Investment Advisers | 0.00% | Reduce -5.0% | 4,812 | $279K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,547 | $263K |
| McCarter Private Wealth Services LLC | 0.08% | Reduce -38.5% | 4,128 | $239K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -38.5% | 4,128 | $239K |
| Belpointe Asset Management LLC | 0.01% | Reduce -38.5% | 4,128 | $239K |
| Stewardship Advisors, LLC | 0.05% | Reduce -8.1% | 3,989 | $231K |
| Optas, LLC | 0.03% | Reduce -56.5% | 3,867 | $224K |
| KWB Wealth | 0.02% | Reduce -36.4% | 3,823 | $222K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,877 | $167K |
| NBT Bank, N.A. | 0.01% | Reduce -0.4% | 2,557 | $148K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,168 | $126K |
| Raelipskie Partnership | 0.05% | No change | 2,159 | $125K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,254 | $72K |
| IMA Advisory Services, Inc. | 0.00% | New | 1,160 | $67K |
| Longview Financial Advisors LLC | 0.03% | Reduce -39.4% | 1,159 | $67K |
| Assetmark, Inc. | 0.00% | New | 1,171 | $67K |
| IFG Advisory, LLC | 0.00% | New | 960 | $56K |
| Fiduciary Financial Advisors | 0.00% | New | 751 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Add +207.1% | 645 | $37K |
| Mather Group, Llc. | 0.00% | New | 470 | $27K |
| Timmons Wealth Management, LLC | 0.02% | Reduce -13.9% | 464 | $27K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Reduce -8.1% | 351 | $20K |
| Triumph Capital Management | 0.00% | No change | 115 | $7K |
| FMR LLC | 0.00% | Reduce -1.8% | 110 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.0% | 95 | $6K |
| JPMorgan Chase & Co. | 0.00% | Add +28.3% | 68 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 46 | $3K |
| Birchbrook, Inc. | 0.00% | No change | 43 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 30 | $2K |
| Anchor Bay Capital, Inc. | 0.00% | — | 13 | $733 |
| Wells Fargo & Company | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is EMXF's weight in each manager's 13F, not the share of iShares ESG Adv MSCI Em ETF the manager owns.