iShares ESG Adv MSCI Em ETFEMXFETF
13F holders, Q4 2024 (December 31)46holders +8
8new positions
3sold out
$37.40avg. 13F price*
At the end of Q4 2024, 46 institutions reported holding iShares ESG Adv MSCI Em ETF (EMXF) in their 13F filings, up 8 from Q3 2024. 8 opened new positions and 3 sold out. The largest holders were Sei Investments Co. ($5.4M), Invera Wealth Advisors, LLC ($4.4M) and Bailard, Inc. ($3.4M).
- Company
- iShares ESG Adv MSCI Em ETF
- CUSIP
- 46436E742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.2M |
| Exits | 3 | $3.9M |
All 13F filers, Q3 2024 → Q4 2024: 76,324 shares bought and 127,218 shares sold, net −50,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Sei Investments Co. | 0.01% | Add +11.8% | 144,761 | $5.4M |
| Invera Wealth Advisors, LLC | 4.36% | Add +1.8% | 115,140 | $4.4M |
| Bailard, Inc. | 0.09% | Add +4.5% | 90,797 | $3.4M |
| Balanced Rock Investment Advisors LLC | 1.86% | Reduce -31.2% | 63,168 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Add +1.3% | 57,673 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +29.2% | 52,977 | $2.0M |
| Values Added Financial LLC | 0.82% | Add +14.3% | 37,940 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.27% | Add +2.4% | 35,907 | $1.3M |
| Atlantic Private Wealth, LLC | 0.95% | Add +0.0% | 33,841 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Reduce -2.0% | 22,866 | $852K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,908 | $593K |
| Clarius Group, LLC | 0.03% | No change | 13,356 | $498K |
| Gould Asset Management LLC | 0.10% | No change | 13,025 | $485K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.7% | 12,479 | $465K |
| MML Investors Services, LLC | 0.00% | Reduce -4.9% | 10,689 | $398K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 10,623 | $396K |
| Optas, LLC | 0.08% | Add +8.0% | 10,493 | $391K |
| CW Advisors, LLC | 0.00% | Add +0.6% | 9,310 | $347K |
| Wade Financial Advisory, Inc | 0.11% | Reduce -0.8% | 8,646 | $322K |
| Royal Bank of Canada | 0.00% | Add +0.2% | 8,492 | $316K |
| Ally Invest Advisors Inc. | 0.03% | Add +4.5% | 8,383 | $312K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +49.9% | 7,783 | $290K |
| Financial Insights, Inc. | 0.11% | New | 7,373 | $275K |
| Main Street Financial Solutions, LLC | 0.03% | Add +14.6% | 7,347 | $274K |
| MAI Capital Management | 0.00% | New | 7,101 | $265K |
| Abacus Planning Group, Inc. | 0.05% | Add +3.0% | 7,058 | $263K |
| Hart & Patterson Financial Group LLC | 0.12% | Add +5.3% | 6,766 | $252K |
| Cambridge Financial Group, LLC | 0.10% | Reduce -1.6% | 6,552 | $244K |
| Asset Dedication, LLC | 0.02% | Reduce -1.6% | 6,552 | $244K |
| Parkworth Wealth Management, Inc. | 0.15% | — | 4,953 | $185K |
| Biltmore Family Office, LLC | 0.02% | Reduce -1.7% | 2,977 | $111K |
| NBT Bank, N.A. | 0.01% | No change | 2,262 | $84K |
| Raelipskie Partnership | 0.04% | No change | 2,209 | $82K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,168 | $81K |
| Longview Financial Advisors LLC | 0.05% | — | 2,044 | $76K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.0% | 725 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 542 | $20K |
| NorthRock Partners, LLC | 0.00% | No change | 520 | $19K |
| UBS Group AG | 0.00% | New | 388 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 227 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.5% | 199 | $7K |
| Birchbrook, Inc. | 0.00% | No change | 71 | $3K |
| Principal Securities, Inc. | 0.00% | New | 50 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $42 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $37 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $31 |
"% 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.