iShares ESG Adv MSCI Em ETFEMXFETF

13F holders, Q3 2025 (September 30)
49holders +3
4new positions
0sold out
$45.27avg. 13F price*

At the end of Q3 2025, 49 institutions reported holding iShares ESG Adv MSCI Em ETF (EMXF) in their 13F filings, up 3 from Q2 2025. 4 opened new positions and 0 sold out. The largest holders were Sei Investments Co. ($9.7M), Bailard, Inc. ($5.1M) and Invera Wealth Advisors, LLC ($4.9M).

Company
iShares ESG Adv MSCI Em ETF
CUSIP
46436E742
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 38Q1 2024Q2 2024: 38Q2 2024Q3 2024: 38Q3 2024Q4 2024: 46Q4 2024Q1 2025: 47Q1 2025Q2 2025: 46Q2 2025Q3 2025: 49Q3 2025Q4 2025: 58Q4 2025Q1 2026: 60Q1 2026Q2 2026: 65Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions4$873K
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 182,329 shares bought and 21,919 shares sold, net +160,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 49 holders

Sei Investments Co. 0.01% Add +12.2% 213,230 $9.7M
Bailard, Inc. 0.11% Add +2.5% 112,858 $5.1M
Invera Wealth Advisors, LLC 3.02% Reduce -1.8% 108,398 $4.9M
Cambridge Financial Group, LLC 1.25% Add +1207.9% 85,692 $3.9M
Values Added Financial LLC 1.54% Add +24.9% 76,591 $3.5M
Rwa Wealth Partners, LLC 0.03% Add +0.2% 62,808 $2.8M
Balanced Rock Investment Advisors LLC 1.48% Reduce -3.2% 44,613 $2.0M
Atlantic Private Wealth, LLC 0.99% Add +0.0% 33,896 $1.5M
Old Mission Capital LLC 0.05% Add +196.7% 33,324 $1.5M
Walkner Condon Financial Advisors LLC 0.17% Reduce -26.5% 24,084 $1.1M
Lazard Asset Management LLC 0.00% No change 22,866 $1.0M
SageView Advisory Group, LLC 0.03% Add +3.0% 20,439 $925K
Robertson Stephens Wealth Management, LLC 0.02% No change 16,832 $762K
Plum Street Advisors, LLC 0.29% Add +0.8% 16,519 $748K
Osaic Holdings, Inc. 0.00% Add +612.9% 14,501 $654K
Gould Asset Management LLC 0.11% No change 13,025 $590K
MML Investors Services, LLC 0.00% Add +7.4% 12,306 $557K
Ally Invest Advisors Inc. 0.04% Add +6.3% 11,879 $538K
Pathstone Holdings, LLC 0.00% Add +21.1% 11,822 $535K
Envestnet Asset Management Inc. 0.00% Reduce -6.5% 11,551 $523K
Royal Bank of Canada 0.00% Reduce -10.3% 9,970 $450K
Haverford Trust Co 0.00% No change 9,856 $446K
Beacon Pointe Advisors, LLC 0.00% New 8,716 $395K
Modern Wealth Management, LLC 0.01% Reduce -0.4% 7,894 $357K
MAI Capital Management 0.00% Add +6.0% 7,864 $356K
Main Street Financial Solutions, LLC 0.02% Add +0.1% 7,133 $323K
Abacus Planning Group, Inc. 0.04% No change 7,058 $320K
Asset Dedication, LLC 0.02% No change 6,552 $297K
Stratos Wealth Partners, LTD. 0.00% Add +0.4% 6,217 $281K
Cetera Investment Advisers 0.00% New 5,445 $247K
Optas, LLC 0.04% Reduce -50.8% 5,345 $242K
Diversified Trust Co. 0.00% No change 5,080 $230K
Goldman Sachs Group Inc. 0.00% Reduce -24.4% 4,787 $217K
Savant Capital, LLC 0.00% New 4,734 $214K
Morgan Stanley 0.00% Add +313200.0% 3,133 $142K
Biltmore Family Office, LLC 0.02% No change 2,877 $130K
NBT Bank, N.A. 0.01% No change 2,262 $102K
Raelipskie Partnership 0.04% No change 2,209 $100K
Steward Partners Investment Advisory, LLC 0.00% No change 2,168 $98K
Longview Financial Advisors LLC 0.05% Reduce -2.6% 1,991 $90K
Smartleaf Asset Management LLC 0.00% No change 1,254 $57K
Physician Wealth Advisors, Inc. 0.00% No change 582 $26K
Pension & Wealth Management Advisors, Inc. 0.01% New 397 $18K
GPS Wealth Strategies Group, LLC 0.00% No change 172 $8K
Birchbrook, Inc. 0.00% No change 43 $2K
Wolff Wiese Magana LLC 0.00% Add +62.5% 39 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 30 $1K
UBS Group AG 0.00% Reduce -97.0% 24 $1K
Wells Fargo & Company 0.00% Add +0.0% 1 $23

"% 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.