iShares ESG Adv MSCI Em ETFEMXFETF
13F holders, Q3 2024 (September 30)38holders
3new positions
3sold out
1famous investor
$40.54avg. 13F price*
At the end of Q3 2024, 38 institutions reported holding iShares ESG Adv MSCI Em ETF (EMXF) in their 13F filings, unchanged from Q2 2024. 3 opened new positions and 3 sold out. The largest holders were Sei Investments Co. ($5.2M), Invera Wealth Advisors, LLC ($4.6M) and Balanced Rock Investment Advisors LLC ($3.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $310K |
| Exits | 3 | $3.1M |
All 13F filers, Q2 2024 → Q3 2024: 117,636 shares bought and 89,843 shares sold, net +27,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Sei Investments Co. | 0.01% | Add +20.9% | 129,467 | $5.2M |
| Invera Wealth Advisors, LLC | 4.58% | Add +1.7% | 113,108 | $4.6M |
| Balanced Rock Investment Advisors LLC | 2.92% | Add +1.8% | 91,782 | $3.7M |
| Bailard, Inc. | 0.09% | Add +13.0% | 86,891 | $3.5M |
| Old Mission Capital LLC | 0.06% | Add +166.6% | 70,308 | $2.8M |
| Rwa Wealth Partners, LLC | 0.03% | Add +6.5% | 56,934 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +26.4% | 41,012 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.29% | Reduce -0.8% | 35,074 | $1.4M |
| Atlantic Private Wealth, LLC | 1.04% | Add +10.2% | 33,839 | $1.4M |
| Values Added Financial LLC | 0.85% | Add +53.3% | 33,186 | $1.3M |
| Lazard Asset Management LLC | 0.00% | No change | 23,341 | $945K |
| Citadel Advisors | 0.00% | Reduce -12.3% | 17,873 | $724K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.9% | 13,374 | $542K |
| Clarius Group, LLC | 0.04% | No change | 13,356 | $541K |
| Gould Asset Management LLC | 0.11% | No change | 13,025 | $528K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 11,240 | $455K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.7% | 10,466 | $424K |
| Optas, LLC | 0.09% | Add +4.5% | 9,719 | $394K |
| CW Advisors, LLC | 0.01% | Reduce -9.6% | 9,255 | $375K |
| Wade Financial Advisory, Inc | 0.12% | Add +14.6% | 8,711 | $353K |
| Royal Bank of Canada | 0.00% | No change | 8,474 | $344K |
| Ally Invest Advisors Inc. | 0.03% | Add +20.4% | 8,023 | $325K |
| Wrapmanager Inc. | 0.08% | Reduce -2.5% | 7,980 | $323K |
| Abacus Planning Group, Inc. | 0.05% | Add +8.7% | 6,854 | $278K |
| Cambridge Financial Group, LLC | 0.11% | No change | 6,662 | $270K |
| Asset Dedication, LLC | 0.02% | No change | 6,662 | $270K |
| Hart & Patterson Financial Group LLC | 0.12% | No change | 6,424 | $260K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.2% | 6,414 | $260K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,192 | $210K |
| Biltmore Family Office, LLC | 0.02% | No change | 3,028 | $123K |
| NBT Bank, N.A. | 0.01% | New | 2,262 | $92K |
| Raelipskie Partnership | 0.04% | No change | 2,209 | $90K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,168 | $88K |
| Osaic Holdings, Inc. | 0.00% | No change | 906 | $37K |
| NorthRock Partners, LLC | 0.00% | No change | 520 | $21K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 227 | $9K |
| Geneos Wealth Management Inc. | 0.00% | New | 204 | $8K |
| Birchbrook, Inc. | 0.00% | Reduce -7.8% | 71 | $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.