iShares ESG Adv MSCI Em ETFEMXFETF
13F holders, Q2 2024 (June 30)38holders
2new positions
0sold out
1famous investor
$36.85avg. 13F price*
At the end of Q2 2024, 38 institutions reported holding iShares ESG Adv MSCI Em ETF (EMXF) in their 13F filings, unchanged from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Invera Wealth Advisors, LLC ($4.2M), Sei Investments Co. ($3.9M) and Balanced Rock Investment Advisors LLC ($3.3M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $760K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 133,370 shares bought and 220,637 shares sold, net −87,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Invera Wealth Advisors, LLC | 4.33% | Add +1.8% | 111,234 | $4.2M |
| Sei Investments Co. | 0.01% | Add +135.9% | 107,079 | $3.9M |
| Balanced Rock Investment Advisors LLC | 2.78% | Reduce -0.6% | 90,192 | $3.3M |
| Bailard, Inc. | 0.08% | Add +77.4% | 76,883 | $2.8M |
| Flow Traders U.S. LLC | 0.14% | Reduce -53.0% | 76,573 | $2.8M |
| Rwa Wealth Partners, LLC | 0.03% | Add +6.9% | 53,460 | $2.0M |
| Walkner Condon Financial Advisors LLC | 0.28% | Add +5.0% | 35,352 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +20.9% | 32,444 | $1.2M |
| Atlantic Private Wealth, LLC | 0.92% | Add +0.6% | 30,695 | $1.1M |
| Old Mission Capital LLC | 0.03% | Reduce -79.1% | 26,375 | $968K |
| Lazard Asset Management LLC | 0.00% | No change | 23,341 | $856K |
| Values Added Financial LLC | 0.57% | Add +7.9% | 21,653 | $794K |
| Citadel Advisors | 0.00% | Reduce -45.5% | 20,380 | $748K |
| Pathstone Holdings, LLC | 0.00% | New | 14,065 | $516K |
| Clarius Group, LLC | 0.03% | No change | 13,356 | $490K |
| Gould Asset Management LLC | 0.11% | No change | 13,025 | $478K |
| MML Investors Services, LLC | 0.00% | Add +3.2% | 11,222 | $412K |
| Envestnet Asset Management Inc. | 0.00% | Add +24.1% | 10,979 | $403K |
| CW Advisors, LLC | 0.01% | Reduce -12.3% | 10,242 | $376K |
| Optas, LLC | 0.09% | Reduce -0.1% | 9,300 | $341K |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 8,474 | $311K |
| Wrapmanager Inc. | 0.08% | Add +5.8% | 8,186 | $300K |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.4% | 8,003 | $294K |
| Wade Financial Advisory, Inc | 0.10% | Reduce -11.3% | 7,601 | $279K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -1.3% | 6,662 | $244K |
| Cambridge Financial Group, LLC | 0.11% | No change | 6,662 | $244K |
| Asset Dedication, LLC | 0.02% | New | 6,662 | $244K |
| Hart & Patterson Financial Group LLC | 0.12% | Reduce -1.8% | 6,424 | $236K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -3.1% | 6,402 | $235K |
| Abacus Planning Group, Inc. | 0.04% | No change | 6,308 | $231K |
| Biltmore Family Office, LLC | 0.02% | No change | 3,028 | $111K |
| Raelipskie Partnership | 0.04% | No change | 2,209 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,168 | $80K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.8% | 906 | $33K |
| 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% | Reduce -21.8% | 79 | $3K |
| Birchbrook, Inc. | 0.00% | No change | 77 | $3K |
"% 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.