iShares ESG Adv MSCI Em ETFEMXFETF
13F holders, Q1 2026 (March 31)60holders +2
7new positions
5sold out
$48.37avg. 13F price*
At the end of Q1 2026, 60 institutions reported holding iShares ESG Adv MSCI Em ETF (EMXF) in their 13F filings, up 2 from Q4 2025. 7 opened new positions and 5 sold out. The largest holders were Sei Investments Co. ($11.0M), Bailard, Inc. ($6.1M) and Invera Wealth Advisors, LLC ($5.1M).
- Company
- iShares ESG Adv MSCI Em ETF
- CUSIP
- 46436E742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.8M |
| Exits | 5 | $616K |
All 13F filers, Q4 2025 → Q1 2026: 120,564 shares bought and 71,228 shares sold, net +49,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Sei Investments Co. | 0.01% | Add +2.5% | 229,375 | $11.0M |
| Bailard, Inc. | 0.14% | Add +12.6% | 126,515 | $6.1M |
| Invera Wealth Advisors, LLC | 3.28% | Add +0.7% | 106,782 | $5.1M |
| Values Added Financial LLC | 1.76% | Add +9.0% | 87,375 | $4.2M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -1.1% | 59,225 | $2.8M |
| Balanced Rock Investment Advisors LLC | 1.47% | Reduce -2.5% | 43,747 | $2.1M |
| Strategic Financial Planning, Inc. | 1.08% | New | 26,493 | $1.8M |
| Atlantic Private Wealth, LLC | 1.06% | Reduce -0.3% | 33,785 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +82.8% | 30,773 | $1.5M |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -1.4% | 25,111 | $1.2M |
| Plum Street Advisors, LLC | 0.39% | Reduce -2.7% | 23,411 | $1.1M |
| Lazard Asset Management LLC | 0.00% | No change | 21,696 | $1.0M |
| Creative Planning | 0.00% | New | 21,327 | $1.0M |
| SageView Advisory Group, LLC | 0.03% | Reduce -1.0% | 19,858 | $950K |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 15,434 | $737K |
| Osaic Holdings, Inc. | 0.00% | Add +3.3% | 15,346 | $734K |
| Pathstone Holdings, LLC | 0.00% | Add +44.7% | 12,792 | $612K |
| Gould Asset Management LLC | 0.10% | Reduce -3.6% | 12,550 | $600K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +15.1% | 10,694 | $512K |
| Ally Invest Advisors Inc. | 0.03% | Reduce -3.1% | 10,308 | $493K |
| Haverford Trust Co | 0.00% | No change | 9,856 | $472K |
| MAI Capital Management | 0.00% | Add +15.1% | 9,600 | $459K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.9% | 9,258 | $443K |
| Optas, LLC | 0.06% | Add +68.6% | 8,888 | $425K |
| MML Investors Services, LLC | 0.00% | Reduce -31.6% | 8,779 | $420K |
| Summit Wealth Group LLC / Co. | 0.04% | Reduce -1.2% | 8,255 | $395K |
| Modern Wealth Management, LLC | 0.01% | No change | 7,909 | $382K |
| Cambridge Financial Group, LLC | 0.12% | Reduce -84.6% | 7,132 | $341K |
| Abacus Planning Group, Inc. | 0.05% | No change | 7,058 | $338K |
| McCarter Private Wealth Services LLC | 0.14% | Add +22.9% | 6,718 | $321K |
| Fortis Capital Advisors, LLC | 0.04% | New | 6,718 | $321K |
| Belpointe Asset Management LLC | 0.01% | New | 6,718 | $321K |
| Asset Dedication, LLC | 0.02% | No change | 6,552 | $313K |
| KWB Wealth | 0.03% | Reduce -6.0% | 6,008 | $280K |
| LPL Financial LLC | 0.00% | New | 5,349 | $256K |
| Diversified Trust Co. | 0.00% | No change | 5,080 | $243K |
| Cetera Investment Advisers | 0.00% | Reduce -4.9% | 5,065 | $242K |
| Main Street Financial Solutions, LLC | 0.02% | Add +6.1% | 5,024 | $240K |
| Savant Capital, LLC | 0.00% | No change | 4,845 | $232K |
| Financially in Tune, LLC | 0.19% | No change | 4,580 | $219K |
| Stewardship Advisors, LLC | 0.05% | Add +0.2% | 4,342 | $208K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,877 | $138K |
| NBT Bank, N.A. | 0.01% | No change | 2,567 | $123K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,168 | $104K |
| Raelipskie Partnership | 0.04% | No change | 2,159 | $103K |
| Longview Financial Advisors LLC | 0.05% | Reduce -1.1% | 1,911 | $91K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,254 | $58K |
| Timmons Wealth Management, LLC | 0.02% | No change | 539 | $26K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Reduce -3.8% | 382 | $18K |
| Farther Finance Advisors, LLC | 0.00% | No change | 210 | $10K |
| Triumph Capital Management | 0.00% | No change | 115 | $6K |
| FMR LLC | 0.00% | Reduce -2.6% | 112 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Add +33.3% | 100 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 67 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 53 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 46 | $2K |
| Birchbrook, Inc. | 0.00% | No change | 43 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 30 | $1K |
| Morgan Stanley | 0.00% | Reduce -100.0% | 1 | $63 |
| Wells Fargo & Company | 0.00% | No change | 1 | $46 |
"% 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.