EMXF iShares ESG Advanced MSCI EM ETF
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Institutional owners (13F) 67 filers · $60.8M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 7 (0 vs prior Q) | 3 (-2 vs prior Q) | 18 (+5 vs prior Q) | 19 (0 vs prior Q) | -50K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| SEI INVESTMENTS CO | $12,663,264 | 218,541 | 20.81% | Shares |
| BAILARD, INC. | $7,729,591 | 133,396 | 12.70% | Shares |
| Invera Wealth Advisors, LLC | $5,736,467 | 98,999 | 9.43% | Shares |
| Values Added Financial LLC | $5,377,871 | 92,810 | 8.84% | Shares |
| RWA WEALTH PARTNERS, LLC | $3,439,183 | 59,353 | 5.65% | Shares |
| Balanced Rock Investment Advisors LLC | $2,400,101 | 41,421 | 3.94% | Shares |
| Atlantic Private Wealth, LLC | $1,736,351 | 29,966 | 2.85% | Shares |
| Robertson Stephens Wealth Management, LLC | $1,706,298 | 29,447 | 2.80% | Shares |
| Walkner Condon Financial Advisors LLC | $1,430,597 | 24,689 | 2.35% | Shares |
| Plum Street Advisors, LLC | $1,390,847 | 24,003 | 2.29% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $1,257,168 | 21,696 | 2.07% | Shares |
| Creative Planning | $1,243,331 | 21,457 | 2.04% | Shares |
| SageView Advisory Group, LLC | $1,158,212 | 19,988 | 1.90% | Shares |
| Pathstone Holdings, LLC | $750,152 | 12,946 | 1.23% | Shares |
| GOULD ASSET MANAGEMENT LLC /CA/ | $727,206 | 12,550 | 1.20% | Shares |
| MML INVESTORS SERVICES, LLC | $611,554 | 10,554 | 1.01% | Shares |
| Ally Invest Advisors Inc. | $608,281 | 10,498 | 1.00% | Shares |
| Stratos Wealth Partners, LTD. | $585,912 | 10,111 | 0.96% | Shares |
| BROWN ADVISORY INC | $580,374 | 10,016 | 0.95% | Shares |
| MAI Capital Management | $573,389 | 9,895 | 0.94% | Shares |
| Haverford Trust Co | $571,103 | 9,856 | 0.94% | Shares |
| Beacon Pointe Advisors, LLC | $511,635 | 10,694 | 0.84% | Shares |
| Congress Wealth Management LLC / DE / | $510,909 | 11,916 | 0.84% | Shares |
| LPL Financial LLC | $491,950 | 8,490 | 0.81% | Shares |
| SUMMIT WEALTH GROUP LLC / CO | $441,597 | 7,621 | 0.73% | Shares |
| Cambridge Financial Group, LLC | $413,262 | 7,132 | 0.68% | Shares |
| Abacus Planning Group, Inc. | $388,751 | 6,709 | 0.64% | Shares |
| Asset Dedication, LLC | $379,654 | 6,552 | 0.62% | Shares |
| Modern Wealth Management, LLC | $347,542 | 5,998 | 0.57% | Shares |
| Wade Financial Advisory, Inc | $329,357 | 8,613 | 0.54% | Shares |
| Savant Capital, LLC | $301,953 | 5,218 | 0.50% | Shares |
| DIVERSIFIED TRUST CO | $294,359 | 5,080 | 0.48% | Shares |
| Main Street Financial Solutions, LLC | $291,595 | 5,032 | 0.48% | Shares |
| KWB Wealth | $279,562 | 6,008 | 0.46% | Shares |
| Cetera Investment Advisers | $278,830 | 4,812 | 0.46% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $263,491 | 4,547 | 0.43% | Shares |
| HART & PATTERSON FINANCIAL GROUP LLC | $252,171 | 6,766 | 0.41% | Shares |
| Fortis Capital Advisors, LLC | $239,196 | 4,128 | 0.39% | Shares |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $239,196 | 4,128 | 0.39% | Shares |
| Belpointe Asset Management LLC | $239,196 | 4,128 | 0.39% | Shares |
| Stewardship Advisors, LLC | $231,141 | 3,989 | 0.38% | Shares |
| Optas, LLC | $224,060 | 3,867 | 0.37% | Shares |
| Financially in Tune, LLC | $219,114 | 4,580 | 0.36% | Shares |
| Parkworth Wealth Management, Inc. | $212,270 | 4,951 | 0.35% | Shares |
| ROYAL BANK OF CANADA | $194,000 | 3,346 | 0.32% | Shares |
| Biltmore Family Office, LLC | $166,707 | 2,877 | 0.27% | Shares |
| Steward Partners Investment Advisory, LLC | $125,624 | 2,168 | 0.21% | Shares |
| RAELIPSKIE PARTNERSHIP | $125,103 | 2,159 | 0.21% | Shares |
| Smartleaf Asset Management LLC | $71,733 | 1,254 | 0.12% | Shares |
| IMA Advisory Services, Inc. | $67,223 | 1,160 | 0.11% | Shares |
| Longview Financial Advisors LLC | $67,158 | 1,159 | 0.11% | Shares |
| ASSETMARK, INC | $66,942 | 1,171 | 0.11% | Shares |
| NBT BANK, N.A. | $63,739 | 1,100 | 0.10% | Shares |
| IFG Advisory, LLC | $55,627 | 960 | 0.09% | Shares |
| OSAIC HOLDINGS, INC. | $54,635 | 943 | 0.09% | Shares |
| Farther Finance Advisors, LLC | $37,374 | 645 | 0.06% | Shares |
| MATHER GROUP, LLC. | $27,234 | 470 | 0.04% | Shares |
| Timmons Wealth Management, LLC | $26,896 | 464 | 0.04% | Shares |
| Triumph Capital Management | $6,664 | 115 | 0.01% | Shares |
| FMR LLC | $6,401 | 110 | 0.01% | Shares |
| Aptus Capital Advisors, LLC | $5,505 | 95 | 0.01% | Shares |
| JPMORGAN CHASE & CO | $3,890 | 68 | 0.01% | Shares |
| WOLFF WIESE MAGANA LLC | $2,666 | 46 | 0.00% | Shares |
| BIRCHBROOK, INC. | $2,492 | 43 | 0.00% | Shares |
| FIDUCIARY FINANCIAL ADVISORS | $1,963 | 34 | 0.00% | Shares |
| Federation des caisses Desjardins du Quebec | $1,738 | 30 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $46 | 1 | 0.00% | Shares |