iShares ESG Adv MSCI Em ETFEMXFETF
13F holders, Q4 2025 (December 31)58holders +9
11new positions
4sold out
$46.29avg. 13F price*
At the end of Q4 2025, 58 institutions reported holding iShares ESG Adv MSCI Em ETF (EMXF) in their 13F filings, up 9 from Q3 2025. 11 opened new positions and 4 sold out. The largest holders were Sei Investments Co. ($10.4M), Bailard, Inc. ($5.2M) 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.8M |
| Exits | 4 | $2.3M |
All 13F filers, Q3 2025 → Q4 2025: 78,812 shares bought and 103,368 shares sold, net −24,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Sei Investments Co. | 0.01% | Add +5.0% | 223,853 | $10.4M |
| Bailard, Inc. | 0.12% | Reduce -0.4% | 112,391 | $5.2M |
| Invera Wealth Advisors, LLC | 3.12% | Reduce -2.2% | 106,019 | $4.9M |
| Values Added Financial LLC | 1.58% | Add +4.7% | 80,179 | $3.7M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -4.6% | 59,898 | $2.8M |
| Cambridge Financial Group, LLC | 0.73% | Reduce -45.8% | 46,412 | $2.1M |
| Balanced Rock Investment Advisors LLC | 1.48% | Add +0.6% | 44,886 | $2.1M |
| Atlantic Private Wealth, LLC | 1.01% | Add +0.0% | 33,899 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.16% | Add +5.8% | 25,479 | $1.2M |
| Plum Street Advisors, LLC | 0.40% | Add +45.7% | 24,068 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -5.1% | 21,696 | $1.0M |
| SageView Advisory Group, LLC | 0.03% | Reduce -1.9% | 20,057 | $933K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 16,832 | $783K |
| Royal Bank of Canada | 0.00% | Add +67.3% | 16,683 | $777K |
| Osaic Holdings, Inc. | 0.00% | Add +2.4% | 14,851 | $691K |
| Gould Asset Management LLC | 0.11% | No change | 13,025 | $606K |
| MML Investors Services, LLC | 0.00% | Add +4.2% | 12,825 | $597K |
| Ally Invest Advisors Inc. | 0.03% | Reduce -10.4% | 10,638 | $495K |
| Haverford Trust Co | 0.00% | No change | 9,856 | $459K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +53.4% | 9,536 | $444K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +6.6% | 9,292 | $432K |
| Pathstone Holdings, LLC | 0.00% | Reduce -25.2% | 8,842 | $411K |
| Summit Wealth Group LLC / Co. | 0.05% | New | 8,359 | $389K |
| MAI Capital Management | 0.00% | Add +6.0% | 8,340 | $388K |
| Modern Wealth Management, LLC | 0.01% | Add +0.2% | 7,909 | $368K |
| RFG Advisory, LLC | 0.01% | New | 7,276 | $339K |
| Abacus Planning Group, Inc. | 0.04% | No change | 7,058 | $328K |
| Asset Dedication, LLC | 0.02% | No change | 6,552 | $305K |
| KWB Wealth | 0.03% | New | 6,389 | $297K |
| McCarter Private Wealth Services LLC | 0.11% | New | 5,468 | $254K |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 5,324 | $248K |
| Optas, LLC | 0.04% | Reduce -1.4% | 5,273 | $245K |
| Diversified Trust Co. | 0.00% | No change | 5,080 | $236K |
| Savant Capital, LLC | 0.00% | Add +2.3% | 4,845 | $225K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -33.6% | 4,736 | $220K |
| Talisman Wealth Advisors LLC | 0.17% | New | 8,803 | $214K |
| Financially in Tune, LLC | 0.20% | — | 4,580 | $213K |
| Stewardship Advisors, LLC | 0.05% | New | 4,334 | $202K |
| Morgan Stanley | 0.00% | Add +33.7% | 4,190 | $195K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,877 | $134K |
| NBT Bank, N.A. | 0.01% | Add +13.5% | 2,567 | $119K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,168 | $101K |
| Raelipskie Partnership | 0.04% | Reduce -2.3% | 2,159 | $100K |
| Longview Financial Advisors LLC | 0.05% | Reduce -2.9% | 1,933 | $90K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,254 | $59K |
| Kestra Advisory Services, LLC | 0.00% | New | 780 | $36K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -4.6% | 555 | $26K |
| Timmons Wealth Management, LLC | 0.02% | — | 539 | $25K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 397 | $18K |
| Farther Finance Advisors, LLC | 0.00% | New | 210 | $10K |
| Triumph Capital Management | 0.00% | New | 115 | $5K |
| FMR LLC | 0.00% | New | 115 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | New | 75 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Add +17.9% | 46 | $2K |
| Birchbrook, Inc. | 0.00% | No change | 43 | $2K |
| UBS Group AG | 0.00% | Add +37.5% | 33 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 30 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $45 |
"% 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.