iShares ESG Adv MSCI Em ETFEMXFETF
13F holders, Q2 2025 (June 30)46holders −1
5new positions
4sold out
$42.88avg. 13F price*
At the end of Q2 2025, 46 institutions reported holding iShares ESG Adv MSCI Em ETF (EMXF) in their 13F filings, down 1 from Q1 2025. 5 opened new positions and 4 sold out. The largest holders were Sei Investments Co. ($8.1M), Invera Wealth Advisors, LLC ($4.7M) and Bailard, Inc. ($4.7M).
- Company
- iShares ESG Adv MSCI Em ETF
- CUSIP
- 46436E742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 4 | $345K |
All 13F filers, Q1 2025 → Q2 2025: 101,271 shares bought and 42,219 shares sold, net +59,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Sei Investments Co. | 0.01% | Add +11.5% | 190,014 | $8.1M |
| Invera Wealth Advisors, LLC | 3.09% | Reduce -2.1% | 110,345 | $4.7M |
| Bailard, Inc. | 0.11% | Add +6.2% | 110,097 | $4.7M |
| Rwa Wealth Partners, LLC | 0.03% | Add +13.1% | 62,692 | $2.7M |
| Values Added Financial LLC | 1.27% | Add +55.3% | 61,317 | $2.6M |
| Balanced Rock Investment Advisors LLC | 1.55% | Reduce -19.5% | 46,070 | $2.0M |
| Atlantic Private Wealth, LLC | 0.97% | Add +0.1% | 33,886 | $1.5M |
| Walkner Condon Financial Advisors LLC | 0.26% | Reduce -10.6% | 32,755 | $1.4M |
| Lazard Asset Management LLC | 0.00% | No change | 22,866 | $980K |
| SageView Advisory Group, LLC | 0.03% | Add +15.6% | 19,852 | $857K |
| Robertson Stephens Wealth Management, LLC | 0.03% | New | 16,832 | $722K |
| Plum Street Advisors, LLC | 0.31% | Reduce -0.2% | 16,380 | $702K |
| Gould Asset Management LLC | 0.11% | No change | 13,025 | $558K |
| Envestnet Asset Management Inc. | 0.00% | Add +20.3% | 12,347 | $529K |
| CW Advisors, LLC | 0.01% | Add +12.7% | 11,916 | $511K |
| MML Investors Services, LLC | 0.00% | Add +2.7% | 11,461 | $491K |
| Old Mission Capital LLC | 0.01% | New | 11,230 | $481K |
| Ally Invest Advisors Inc. | 0.04% | Add +16.1% | 11,175 | $479K |
| Royal Bank of Canada | 0.00% | Reduce -37.6% | 11,109 | $477K |
| Optas, LLC | 0.09% | Add +0.9% | 10,852 | $465K |
| Haverford Trust Co | 0.00% | Add +43.3% | 9,856 | $423K |
| Pathstone Holdings, LLC | 0.00% | Reduce -10.7% | 9,761 | $419K |
| Modern Wealth Management, LLC | 0.01% | Reduce -3.1% | 7,927 | $340K |
| MAI Capital Management | 0.00% | Reduce -2.9% | 7,416 | $318K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -4.3% | 7,128 | $306K |
| Abacus Planning Group, Inc. | 0.04% | No change | 7,058 | $303K |
| Cambridge Financial Group, LLC | 0.11% | No change | 6,552 | $281K |
| Asset Dedication, LLC | 0.02% | No change | 6,552 | $281K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.6% | 6,336 | $272K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.1% | 6,195 | $266K |
| Diversified Trust Co. | 0.00% | New | 5,080 | $218K |
| Parkworth Wealth Management, Inc. | 0.15% | Reduce -0.1% | 4,951 | $212K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,877 | $123K |
| NBT Bank, N.A. | 0.01% | No change | 2,262 | $97K |
| Raelipskie Partnership | 0.04% | No change | 2,209 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,168 | $93K |
| Longview Financial Advisors LLC | 0.05% | No change | 2,044 | $88K |
| Osaic Holdings, Inc. | 0.00% | Add +0.4% | 2,034 | $87K |
| Smartleaf Asset Management LLC | 0.00% | Add +795.7% | 1,254 | $53K |
| UBS Group AG | 0.00% | New | 791 | $34K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -0.8% | 582 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 172 | $7K |
| Birchbrook, Inc. | 0.00% | No change | 43 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -95.3% | 30 | $1K |
| Wolff Wiese Magana LLC | 0.00% | New | 24 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $54 |
"% 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.