iShares ESG Adv MSCI Em ETFEMXFETF

13F holders, Q1 2024 (March 31)
38holders
1famous investor
$35.46avg. 13F price*

At the end of Q1 2024, 38 institutions reported holding iShares ESG Adv MSCI Em ETF (EMXF) in their 13F filings. The largest holders were Flow Traders U.S. LLC ($5.8M), Old Mission Capital LLC ($4.5M) and Invera Wealth Advisors, LLC ($3.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares ESG Adv MSCI Em ETF
CUSIP
46436E742
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 38Q1 2024Q2 2024: 38Q2 2024Q3 2024: 38Q3 2024Q4 2024: 46Q4 2024Q1 2025: 47Q1 2025Q2 2025: 46Q2 2025Q3 2025: 49Q3 2025Q4 2025: 58Q4 2025Q1 2026: 60Q1 2026Q2 2026: 65Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions6$12.2M
Exits1$53K

Ownership 38 holders

Flow Traders U.S. LLC 0.31% New 162,992 $5.8M
Old Mission Capital LLC 0.11% New 126,398 $4.5M
Invera Wealth Advisors, LLC 3.19% Add +8.3% 109,273 $3.8M
Balanced Rock Investment Advisors LLC 2.75% Reduce -4.3% 90,701 $3.2M
Rwa Wealth Partners, LLC 0.02% Add +2.4% 50,006 $1.8M
Sei Investments Co. 0.00% New 45,391 $1.6M
Bailard, Inc. 0.04% Add +48.4% 43,328 $1.5M
Citadel Advisors 0.00% Reduce -34.2% 37,432 $1.3M
Walkner Condon Financial Advisors LLC 0.25% Add +2.4% 33,686 $1.2M
Atlantic Private Wealth, LLC 0.90% No change 30,511 $1.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -36.9% 26,830 $955K
Lazard Asset Management LLC 0.00% No change 23,341 $830K
Values Added Financial LLC 0.56% Reduce -14.8% 20,062 $714K
Susquehanna International Group, LLP 0.00% Reduce -26.0% 17,946 $639K
Clarius Group, LLC 0.03% No change 13,356 $475K
Gould Asset Management LLC 0.11% Add +29.0% 13,025 $464K
CW Advisors, LLC 0.01% Add +1.2% 11,679 $416K
Crestone Asset Management LLC 0.08% Reduce -25.5% 11,077 $394K
MML Investors Services, LLC 0.00% Add +69.5% 10,875 $387K
Optas, LLC 0.09% Add +10.4% 9,309 $331K
Envestnet Asset Management Inc. 0.00% Add +1.4% 8,845 $315K
Wade Financial Advisory, Inc 0.11% Reduce -46.2% 8,573 $305K
Royal Bank of Canada 0.00% Reduce -1.6% 8,498 $302K
Wrapmanager Inc. 0.08% Reduce -22.2% 7,737 $275K
Ally Invest Advisors Inc. 0.02% Add +18.1% 6,749 $240K
Cambridge Financial Group, LLC 0.11% No change 6,662 $237K
Main Street Financial Solutions, LLC 0.03% Reduce -0.5% 6,605 $235K
Hart & Patterson Financial Group LLC 0.12% New 6,539 $233K
Abacus Planning Group, Inc. 0.04% No change 6,308 $225K
Osaic Holdings, Inc. 0.00% Reduce -18.0% 4,727 $168K
Biltmore Family Office, LLC 0.02% Reduce -75.1% 3,028 $108K
Raelipskie Partnership 0.04% No change 2,209 $79K
Steward Partners Investment Advisory, LLC 0.00% New 2,168 $77K
NorthRock Partners, LLC 0.00% No change 520 $19K
GPS Wealth Strategies Group, LLC 0.00% No change 227 $8K
UBS Group AG 0.00% New 101 $4K
Birchbrook, Inc. 0.00% No change 77 $3K
Wells Fargo & Company 0.00% No change 1 $28

"% 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.