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