iShares ESG Adv MSCI Em ETFEMXFETF
13F holders, Q1 2025 (March 31)47holders +1
7new positions
5sold out
$38.24avg. 13F price*
At the end of Q1 2025, 47 institutions reported holding iShares ESG Adv MSCI Em ETF (EMXF) in their 13F filings, up 1 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Sei Investments Co. ($6.5M), Invera Wealth Advisors, LLC ($4.3M) and Bailard, Inc. ($4.0M).
- Company
- iShares ESG Adv MSCI Em ETF
- CUSIP
- 46436E742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 5 | $794K |
All 13F filers, Q4 2024 → Q1 2025: 112,537 shares bought and 91,030 shares sold, net +21,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Sei Investments Co. | 0.01% | Add +17.7% | 170,404 | $6.5M |
| Invera Wealth Advisors, LLC | 2.79% | Reduce -2.1% | 112,737 | $4.3M |
| Bailard, Inc. | 0.10% | Add +14.2% | 103,644 | $4.0M |
| Balanced Rock Investment Advisors LLC | 1.74% | Reduce -9.4% | 57,214 | $2.2M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -3.9% | 55,453 | $2.1M |
| Values Added Financial LLC | 0.84% | Add +4.1% | 39,489 | $1.5M |
| Walkner Condon Financial Advisors LLC | 0.28% | Add +2.1% | 36,654 | $1.4M |
| Atlantic Private Wealth, LLC | 0.96% | Add +0.1% | 33,857 | $1.3M |
| Lazard Asset Management LLC | 0.00% | No change | 22,866 | $874K |
| Royal Bank of Canada | 0.00% | Add +109.7% | 17,809 | $681K |
| SageView Advisory Group, LLC | 0.03% | New | 17,178 | $657K |
| Plum Street Advisors, LLC | 0.30% | New | 16,410 | $628K |
| Gould Asset Management LLC | 0.10% | No change | 13,025 | $498K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.0% | 12,562 | $480K |
| MML Investors Services, LLC | 0.00% | Add +4.4% | 11,159 | $427K |
| Pathstone Holdings, LLC | 0.00% | Reduce -12.4% | 10,931 | $418K |
| Optas, LLC | 0.07% | Add +2.5% | 10,750 | $411K |
| CW Advisors, LLC | 0.00% | Add +13.6% | 10,573 | $404K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.4% | 10,262 | $392K |
| Ally Invest Advisors Inc. | 0.03% | Add +14.9% | 9,629 | $368K |
| Wade Financial Advisory, Inc | 0.11% | Reduce -0.4% | 8,613 | $329K |
| Modern Wealth Management, LLC | 0.01% | New | 8,183 | $313K |
| MAI Capital Management | 0.00% | Add +7.5% | 7,635 | $292K |
| Main Street Financial Solutions, LLC | 0.02% | Add +1.4% | 7,448 | $285K |
| Abacus Planning Group, Inc. | 0.05% | No change | 7,058 | $270K |
| Haverford Trust Co | 0.00% | New | 6,876 | $263K |
| Ethic Inc. | 0.01% | New | 6,663 | $256K |
| Cambridge Financial Group, LLC | 0.11% | No change | 6,552 | $251K |
| Asset Dedication, LLC | 0.02% | No change | 6,552 | $251K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -17.0% | 6,458 | $247K |
| Parkworth Wealth Management, Inc. | 0.15% | Add +0.0% | 4,955 | $189K |
| Biltmore Family Office, LLC | 0.02% | Reduce -3.4% | 2,877 | $110K |
| NBT Bank, N.A. | 0.01% | No change | 2,262 | $86K |
| Raelipskie Partnership | 0.04% | No change | 2,209 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,168 | $83K |
| Longview Financial Advisors LLC | 0.05% | No change | 2,044 | $78K |
| Osaic Holdings, Inc. | 0.00% | Add +179.3% | 2,025 | $77K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,750 | $67K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -98.8% | 637 | $24K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +8.3% | 587 | $22K |
| NorthRock Partners, LLC | 0.00% | No change | 520 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -24.2% | 172 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 140 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 50 | $2K |
| Birchbrook, Inc. | 0.00% | Reduce -39.4% | 43 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $39 |
| Wells Fargo & Company | 0.00% | No change | 1 | $27 |
"% 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.