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iShares ESG Advanced MSCI EM ETF (EMXF) Institutional Ownership

$38.94 -0.31 (-0.78%)
As of 02/21/2025 03:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Advanced MSCI EM ETF (NASDAQ:EMXF)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$18.29M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.88M
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EMXF Institutional Buying and Selling by Quarter

iShares ESG Advanced MSCI EM ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Lazard Asset Management LLC22,866$852K0.0%-2.0%0.994%
2/14/2025 Balanced Rock Investment Advisors LLC63,168$2.35M1.9%-31.2%2.746%
2/13/2025 Main Street Financial Solutions LLC7,347$274K0.0%+14.5%0.319%
2/13/2025 Ally Invest Advisors Inc.8,383$312K0.0%+4.5%0.364%
2/12/2025 RWA Wealth Partners LLC57,673$2.15M0.0%+1.3%2.508%
2/11/2025 Sei Investments Co.144,761$5.40M0.0%+11.8%6.294%
2/10/2025 Parkworth Wealth Management Inc.4,953$185K0.2%N/A0.215%
2/5/2025 Bailard Inc.90,797$3.38M0.1%+4.5%3.948%
2/3/2025 Invera Wealth Advisors LLC115,140$4.40M4.4%+1.8%5.006%
1/30/2025 Walkner Condon Financial Advisors LLC35,907$1.34M0.3%+2.4%1.561%
1/30/2025 Values Added Financial LLC37,940$1.41M0.8%+14.3%1.650%
1/27/2025 Stratos Wealth Partners LTD.7,783$290K0.0%+49.9%0.338%
1/24/2025 Optas LLC10,493$391K0.1%+8.0%0.477%
1/14/2025 Hart & Patterson Financial Group LLC6,766$252K0.1%+5.3%0.308%
10/31/2024 Walkner Condon Financial Advisors LLC35,074$1.42M0.3%-0.8%1.594%
10/29/2024 Optas LLC9,719$394K0.1%+4.5%0.442%
10/28/2024 Values Added Financial LLC33,186$1.35M0.8%+53.3%1.508%
10/28/2024 Wade Financial Advisory Inc8,711$353K0.1%+14.6%0.396%
10/2/2024 Abacus Planning Group Inc.6,854$278K0.0%+8.7%0.326%
8/13/2024 Sei Investments Co.107,079$3.93M0.0%+135.9%5.099%
8/8/2024 Wrapmanager Inc.8,186$300K0.1%+5.8%0.390%
8/7/2024 Invera Wealth Advisors LLC111,234$4.22M4.3%+1.8%5.297%
8/6/2024 Asset Dedication LLC6,662$244K0.0%N/A0.317%
7/31/2024 Balanced Rock Investment Advisors LLC90,192$3.31M2.8%-0.6%4.295%
7/30/2024 Values Added Financial LLC21,653$794K0.6%+7.9%1.031%
7/26/2024 Walkner Condon Financial Advisors LLC35,352$1.30M0.3%+4.9%1.683%
7/26/2024 Bailard Inc.76,883$2.82M0.1%+77.4%3.661%
7/25/2024 Wade Financial Advisory Inc7,601$279K0.1%-11.3%0.362%
5/15/2024 Flow Traders U.S. LLC162,992$5.80M0.3%N/A7.762%
5/14/2024 Biltmore Family Office LLC3,028$108K0.0%-75.1%0.144%
5/14/2024 OLD Mission Capital LLC126,398$4.50M0.1%N/A6.019%
5/13/2024 Balanced Rock Investment Advisors LLC90,701$3.23M2.8%-4.3%4.319%
5/7/2024 Sei Investments Co.45,391$1.62M0.0%N/A2.161%
5/4/2024 Gould Asset Management LLC CA13,025$464K0.1%+29.0%0.620%
4/29/2024 RWA Wealth Partners LLC50,006$1.78M0.0%+2.4%2.381%
4/26/2024Crestone Asset Management LLC11,077$394K0.1%-25.5%0.527%
4/25/2024 Values Added Financial LLC20,062$714K0.6%-14.8%0.955%
4/22/2024 Invera Wealth Advisors LLC109,273$3.76M3.1%+8.3%5.203%
4/18/2024 Optas LLC9,309$331K0.1%+10.4%0.443%
2/15/2024 Biltmore Family Office LLC12,180$432K0.1%-36.8%0.609%
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2/9/2024 Congress Wealth Management LLC DE11,541$410K0.0%+15.1%0.577%
2/7/2024 Wrapmanager Inc.9,949$353K0.1%-4.4%0.497%
2/6/2024Crestone Asset Management LLC14,867$528K0.1%-8.0%0.743%
2/2/2024 Gould Asset Management LLC CA10,100$359K0.1%+51.3%0.505%
2/2/2024 Bailard Inc.29,202$1.04M0.0%N/A1.460%
2/1/2024 RWA Wealth Partners LLC48,855$1.73M0.0%N/A2.443%
1/29/2024 Clarius Group LLC13,356$474K0.0%-2.2%0.668%
1/26/2024 Financial Connections Group Inc.1,517$53K0.0%-86.1%0.076%
1/26/2024 Optas LLC8,430$299K0.1%+36.9%0.422%
1/24/2024 Walkner Condon Financial Advisors LLC32,890$1.17M0.3%+10.0%1.645%
1/18/2024 Values Added Financial LLC23,544$836K0.7%-6.5%1.177%
1/17/2024 Invera Wealth Advisors LLC100,890$3.58M2.2%N/A5.045%
12/7/2023Financial Insights Inc.6,052$200K0.1%N/A0.319%
11/14/2023 Lazard Asset Management LLC23,341$790K0.0%N/A1.228%
11/6/2023 Financial Connections Group Inc.10,884$368K0.5%-16.1%0.573%
11/3/2023 Main Street Financial Solutions LLC6,831$231K0.0%N/A0.360%
10/31/2023 Optas LLC6,158$209K0.1%-27.4%0.324%
10/30/2023 Congress Wealth Management LLC DE10,030$340K0.0%+29.6%0.528%
10/24/2023 Gould Asset Management LLC CA6,675$226K0.1%+14.1%0.417%
10/20/2023 Walkner Condon Financial Advisors LLC29,895$1.01M0.3%+3.0%1.868%
10/11/2023 Abacus Planning Group Inc.6,308$214K0.1%N/A0.394%
10/11/2023 Wade Financial Advisory Inc15,870$537K0.2%+36.0%0.992%
8/10/2023 Wade Financial Advisory Inc11,670$414K0.2%+13.0%0.729%
8/8/2023 Wrapmanager Inc.10,236$363K0.1%+3.4%0.640%
8/3/2023Crestone Asset Management LLC16,162$574K0.1%+8.7%1.010%
7/24/2023 Values Added Financial LLC13,588$482K0.5%N/A0.849%
7/21/2023 Walkner Condon Financial Advisors LLC29,026$1.03M0.3%+2.3%1.814%
7/20/2023 Optas LLC8,483$301K0.1%-19.5%0.606%
7/14/2023 Financial Connections Group Inc.12,966$460K0.3%-10.1%0.926%
5/15/2023 Flow Traders U.S. LLC104,289$3.66M0.1%-44.6%7.449%
5/12/2023 Atlantic Private Wealth LLC30,298$1.06M1.1%+9.9%2.164%
5/8/2023 Wrapmanager Inc.9,904$347K0.1%-4.4%0.707%
5/2/2023Crestone Asset Management LLC14,867$521K0.1%-17.7%1.062%
5/2/2023 Gould Asset Management LLC CA5,850$205K0.1%N/A0.418%
4/21/2023 Walkner Condon Financial Advisors LLC28,361$995K0.3%+4.3%2.026%
4/18/2023 Optas LLC10,535$369K0.1%N/A0.753%
4/18/2023Financial Insights Inc.5,860$205K0.1%N/A0.419%
4/14/2023 Congress Wealth Management LLC DE7,481$262K0.0%+22.7%0.534%
3/6/2023 OLD Mission Capital LLC3,672$125K0.0%N/A0.262%
2/15/2023 Flow Traders U.S. LLC188,141$6.41M0.3%N/A13.439%
2/15/2023 Financial Connections Group Inc.14,371$489K0.4%-4.1%1.027%
2/7/2023 Biltmore Family Office LLC20,003$681K0.1%-21.8%1.429%
2/7/2023 Envestnet Asset Management Inc.6,630$226K0.0%N/A0.474%
2/2/2023 Congress Wealth Management LLC DE6,098$208K0.0%N/A0.436%
2/1/2023Crestone Asset Management LLC18,069$615K0.1%N/A1.291%
1/26/2023 Walkner Condon Financial Advisors LLC27,192$927K0.3%+19.6%1.942%
1/25/2023 Clarius Group LLC13,652$465K0.0%+4.9%0.975%
1/13/2023 Wade Financial Advisory Inc10,165$346K0.2%N/A0.726%
11/14/2022 Wrapmanager Inc.10,584$335K0.1%-4.1%0.962%
11/9/2022 Pecaut & CO.2,811$89K0.0%-14.7%0.256%
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11/9/2022 Your Advocates Ltd. LLP1,080$34K0.0%+75.6%0.098%
11/1/2022 Financial Connections Group Inc.14,992$474K0.4%+13.6%1.363%
10/28/2022 Walkner Condon Financial Advisors LLC22,731$720K0.2%+13.1%2.066%
10/24/2022 Clarius Group LLC13,011$412K0.0%N/A1.183%
10/5/2022 IMPACTfolio LLC27,951$885K0.9%N/A2.795%
8/13/2022 Flow Traders U.S. LLC207,124$7.54M0.4%-19.8%20.712%
8/5/2022 Wrapmanager Inc.11,040$402K0.1%-4.2%1.104%
8/5/2022 OLD Mission Capital LLC9,716$354K0.0%N/A0.972%
8/4/2022 Biltmore Family Office LLC48,304$1.76M0.4%-40.7%4.830%
8/4/2022 Walkner Condon Financial Advisors LLC20,100$732K0.2%+26.8%2.010%
(Data available from 1/1/2016 forward)

EMXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EMXF shares?

During the previous two years, 28 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI EM ETF. The most heavily invested institutionals were Flow Traders U.S. LLC ($5.80M), Sei Investments Co. ($5.40M), OLD Mission Capital LLC ($4.50M), Invera Wealth Advisors LLC ($4.40M), Bailard Inc. ($3.38M), Balanced Rock Investment Advisors LLC ($2.35M), and RWA Wealth Partners LLC ($2.15M).Learn more on EMXF's institutional investors.

Which institutional investors have been buying iShares ESG Advanced MSCI EM ETF stock?

Of the 24 institutional investors that purchased iShares ESG Advanced MSCI EM ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($162.99K), OLD Mission Capital LLC ($130.07K), Sei Investments Co. ($122.37K), Invera Wealth Advisors LLC ($113.27K), Bailard Inc. ($66.66K), RWA Wealth Partners LLC ($50.75K), and Values Added Financial LLC ($31.47K).

How much institutional buying is happening at iShares ESG Advanced MSCI EM ETF?

Institutional investors have bought a total of 795,105 shares in the last 24 months. This purchase volume represents approximately $29.51M in transactions.

Which iShares ESG Advanced MSCI EM ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold iShares ESG Advanced MSCI EM ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flow Traders U.S. LLC ($83.85K), Balanced Rock Investment Advisors LLC ($33.19K), Biltmore Family Office LLC ($16.24K), Financial Connections Group Inc. ($12.91K), Crestone Asset Management LLC ($8.29K), Values Added Financial LLC ($5.13K), and Optas LLC ($4.38K).

How much institutional selling is happening at iShares ESG Advanced MSCI EM ETF?

Institutional investors have sold a total of 166,920 shares in the last 24 months. This volume of shares sold represents approximately $9.00M in transactions.


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This page (NASDAQ:EMXF) was last updated on 2/22/2025 by MarketBeat.com Staff
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