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iShares ESG Advanced MSCI EM ETF (EMXF) Institutional Ownership

$37.52 +0.25 (+0.66%)
As of 01/17/2025 03:59 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)
16
Total
Institutional Inflows
(last 12 months)
$20.04M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.45M
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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
1/14/2025 Hart & Patterson Financial Group LLC6,766$252K0.1%+5.3%0.308%
10/31/2024Walkner Condon Financial Advisors LLC35,074$1.42M0.3%-0.8%1.594%
10/29/2024Optas LLC9,719$394K0.1%+4.5%0.442%
10/28/2024Values Added Financial LLC33,186$1.35M0.8%+53.3%1.508%
10/28/2024Wade Financial Advisory Inc8,711$353K0.1%+14.6%0.396%
10/2/2024Abacus Planning Group Inc.6,854$278K0.0%+8.7%0.326%
8/13/2024Sei Investments Co.107,079$3.93M0.0%+135.9%5.099%
8/8/2024Wrapmanager Inc.8,186$300K0.1%+5.8%0.390%
8/7/2024Invera Wealth Advisors LLC111,234$4.22M4.3%+1.8%5.297%
8/6/2024Asset Dedication LLC6,662$244K0.0%N/A0.317%
7/31/2024Balanced Rock Investment Advisors LLC90,192$3.31M2.8%-0.6%4.295%
7/30/2024Values Added Financial LLC21,653$794K0.6%+7.9%1.031%
7/26/2024Walkner Condon Financial Advisors LLC35,352$1.30M0.3%+4.9%1.683%
7/26/2024Bailard Inc.76,883$2.82M0.1%+77.4%3.661%
7/25/2024Wade Financial Advisory Inc7,601$279K0.1%-11.3%0.362%
5/15/2024Flow Traders U.S. LLC162,992$5.80M0.3%N/A7.762%
5/14/2024Biltmore Family Office LLC3,028$108K0.0%-75.1%0.144%
5/14/2024OLD Mission Capital LLC126,398$4.50M0.1%N/A6.019%
5/13/2024Balanced Rock Investment Advisors LLC90,701$3.23M2.8%-4.3%4.319%
5/7/2024Sei Investments Co.45,391$1.62M0.0%N/A2.161%
5/4/2024Gould Asset Management LLC CA13,025$464K0.1%+29.0%0.620%
4/29/2024RWA Wealth Partners LLC50,006$1.78M0.0%+2.4%2.381%
4/26/2024Crestone Asset Management LLC11,077$394K0.1%-25.5%0.527%
4/25/2024Values Added Financial LLC20,062$714K0.6%-14.8%0.955%
4/22/2024Invera Wealth Advisors LLC109,273$3.76M3.1%+8.3%5.203%
4/18/2024Optas LLC9,309$331K0.1%+10.4%0.443%
2/15/2024Biltmore Family Office LLC12,180$432K0.1%-36.8%0.609%
2/9/2024Congress Wealth Management LLC DE11,541$410K0.0%+15.1%0.577%
2/7/2024Wrapmanager Inc.9,949$353K0.1%-4.4%0.497%
2/6/2024Crestone Asset Management LLC14,867$528K0.1%-8.0%0.743%
2/2/2024Gould Asset Management LLC CA10,100$359K0.1%+51.3%0.505%
2/2/2024Bailard Inc.29,202$1.04M0.0%N/A1.460%
2/1/2024RWA Wealth Partners LLC48,855$1.73M0.0%N/A2.443%
1/29/2024 Clarius Group LLC13,356$474K0.0%-2.2%0.668%
1/26/2024Financial Connections Group Inc.1,517$53K0.0%-86.1%0.076%
1/26/2024Optas LLC8,430$299K0.1%+36.9%0.422%
1/24/2024Walkner Condon Financial Advisors LLC32,890$1.17M0.3%+10.0%1.645%
1/18/2024Values Added Financial LLC23,544$836K0.7%-6.5%1.177%
1/17/2024Invera Wealth Advisors LLC100,890$3.58M2.2%N/A5.045%
12/7/2023Financial Insights Inc.6,052$200K0.1%N/A0.319%
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11/14/2023Lazard Asset Management LLC23,341$790K0.0%N/A1.228%
11/6/2023Financial Connections Group Inc.10,884$368K0.5%-16.1%0.573%
11/3/2023Main Street Financial Solutions LLC6,831$231K0.0%N/A0.360%
10/31/2023Optas LLC6,158$209K0.1%-27.4%0.324%
10/30/2023Congress Wealth Management LLC DE10,030$340K0.0%+29.6%0.528%
10/24/2023Gould Asset Management LLC CA6,675$226K0.1%+14.1%0.417%
10/20/2023Walkner Condon Financial Advisors LLC29,895$1.01M0.3%+3.0%1.868%
10/11/2023Abacus Planning Group Inc.6,308$214K0.1%N/A0.394%
10/11/2023Wade Financial Advisory Inc15,870$537K0.2%+36.0%0.992%
8/10/2023Wade Financial Advisory Inc11,670$414K0.2%+13.0%0.729%
8/8/2023Wrapmanager Inc.10,236$363K0.1%+3.4%0.640%
8/3/2023Crestone Asset Management LLC16,162$574K0.1%+8.7%1.010%
7/24/2023Values Added Financial LLC13,588$482K0.5%N/A0.849%
7/21/2023Walkner Condon Financial Advisors LLC29,026$1.03M0.3%+2.3%1.814%
7/20/2023Optas LLC8,483$301K0.1%-19.5%0.606%
7/14/2023Financial Connections Group Inc.12,966$460K0.3%-10.1%0.926%
5/15/2023Flow Traders U.S. LLC104,289$3.66M0.1%-44.6%7.449%
5/12/2023Atlantic Private Wealth LLC30,298$1.06M1.1%+9.9%2.164%
5/8/2023Wrapmanager Inc.9,904$347K0.1%-4.4%0.707%
5/2/2023Crestone Asset Management LLC14,867$521K0.1%-17.7%1.062%
5/2/2023Gould Asset Management LLC CA5,850$205K0.1%N/A0.418%
4/21/2023Walkner Condon Financial Advisors LLC28,361$995K0.3%+4.3%2.026%
4/18/2023Optas LLC10,535$369K0.1%N/A0.753%
4/18/2023Financial Insights Inc.5,860$205K0.1%N/A0.419%
4/14/2023Congress Wealth Management LLC DE7,481$262K0.0%+22.7%0.534%
3/6/2023OLD Mission Capital LLC3,672$125K0.0%N/A0.262%
2/15/2023Flow Traders U.S. LLC188,141$6.41M0.3%N/A13.439%
2/15/2023Financial Connections Group Inc.14,371$489K0.4%-4.1%1.027%
2/7/2023Biltmore Family Office LLC20,003$681K0.1%-21.8%1.429%
2/7/2023Envestnet Asset Management Inc.6,630$226K0.0%N/A0.474%
2/2/2023Congress Wealth Management LLC DE6,098$208K0.0%N/A0.436%
2/1/2023Crestone Asset Management LLC18,069$615K0.1%N/A1.291%
1/26/2023Walkner Condon Financial Advisors LLC27,192$927K0.3%+19.6%1.942%
1/25/2023 Clarius Group LLC13,652$465K0.0%+4.9%0.975%
1/13/2023Wade Financial Advisory Inc10,165$346K0.2%N/A0.726%
11/14/2022Wrapmanager Inc.10,584$335K0.1%-4.1%0.962%
11/9/2022Pecaut & CO.2,811$89K0.0%-14.7%0.256%
11/9/2022Your Advocates Ltd. LLP1,080$34K0.0%+75.6%0.098%
11/1/2022Financial Connections Group Inc.14,992$474K0.4%+13.6%1.363%
10/28/2022Walkner 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%
8/13/2022Flow Traders U.S. LLC207,124$7.54M0.4%-19.8%20.712%
8/5/2022Wrapmanager Inc.11,040$402K0.1%-4.2%1.104%
8/5/2022OLD Mission Capital LLC9,716$354K0.0%N/A0.972%
8/4/2022Biltmore Family Office LLC48,304$1.76M0.4%-40.7%4.830%
8/4/2022Walkner Condon Financial Advisors LLC20,100$732K0.2%+26.8%2.010%
8/3/2022Financial Insights Inc.5,643$205K0.2%N/A0.564%
7/22/2022Financial Connections Group Inc.13,197$480K0.4%+16.7%1.320%
7/6/2022Atlantic Private Wealth LLC27,479$1M1.0%+79.3%2.748%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

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5/12/2022Biltmore Family Office LLC81,513$3.34M0.7%-3.1%8.151%
5/10/2022Wrapmanager Inc.11,529$473K0.1%+3.5%1.153%
5/10/2022MAI Capital Management5,748$236K0.0%N/A0.575%
5/3/2022Walkner Condon Financial Advisors LLC15,850$650K0.2%N/A1.585%
4/29/2022Financial Connections Group Inc.11,307$463K0.5%+56.1%1.131%
4/7/2022 Diversified Trust Co13,573$556K0.0%N/A1.357%
4/4/2022 IMPACTfolio LLC5,025$206K0.2%N/A0.503%
2/16/2022Flow Traders U.S. LLC109,317$4.71M0.3%-44.3%15.617%
2/11/2022Pecaut & CO.2,924$126K0.1%N/A0.418%
2/8/2022Bank OZK6,000$258K0.1%N/A0.857%
(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, 26 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), OLD Mission Capital LLC ($4.50M), Invera Wealth Advisors LLC ($4.22M), Sei Investments Co. ($3.93M), Balanced Rock Investment Advisors LLC ($3.31M), Bailard Inc. ($2.82M), and RWA Wealth Partners LLC ($1.78M).Learn more on EMXF's institutional investors.

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

Of the 23 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 ($351.13K), OLD Mission Capital LLC ($130.07K), Invera Wealth Advisors LLC ($111.23K), Sei Investments Co. ($107.08K), Bailard Inc. ($62.76K), RWA Wealth Partners LLC ($50.01K), and Values Added Financial LLC ($26.71K).

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

Institutional investors have bought a total of 981,976 shares in the last 24 months. This purchase volume represents approximately $43.39M in transactions.

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

Of the 11 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), Biltmore Family Office LLC ($21.82K), Financial Connections Group Inc. ($13.53K), Crestone Asset Management LLC ($8.29K), Values Added Financial LLC ($5.13K), Balanced Rock Investment Advisors LLC ($4.57K), 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 144,032 shares in the last 24 months. This volume of shares sold represents approximately $8.34M in transactions.


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This page (NASDAQ:EMXF) was last updated on 1/21/2025 by MarketBeat.com Staff
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