EMXF iShares ESG Advanced MSCI EM ETF
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Détenteurs institutionnels (13F) 67 déclarants · $60.8M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 7 (0 vs T. préc.) | 3 (-2 vs T. préc.) | 18 (+5 vs T. préc.) | 19 (0 vs T. préc.) | -50K |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| SEI INVESTMENTS CO | $12 663 264 | 218 541 | 20,81% | Actions |
| BAILARD, INC. | $7 729 591 | 133 396 | 12,70% | Actions |
| Invera Wealth Advisors, LLC | $5 736 467 | 98 999 | 9,43% | Actions |
| Values Added Financial LLC | $5 377 871 | 92 810 | 8,84% | Actions |
| RWA WEALTH PARTNERS, LLC | $3 439 183 | 59 353 | 5,65% | Actions |
| Balanced Rock Investment Advisors LLC | $2 400 101 | 41 421 | 3,94% | Actions |
| Atlantic Private Wealth, LLC | $1 736 351 | 29 966 | 2,85% | Actions |
| Robertson Stephens Wealth Management, LLC | $1 706 298 | 29 447 | 2,80% | Actions |
| Walkner Condon Financial Advisors LLC | $1 430 597 | 24 689 | 2,35% | Actions |
| Plum Street Advisors, LLC | $1 390 847 | 24 003 | 2,29% | Actions |
| LAZARD ASSET MANAGEMENT LLC | $1 257 168 | 21 696 | 2,07% | Actions |
| Creative Planning | $1 243 331 | 21 457 | 2,04% | Actions |
| SageView Advisory Group, LLC | $1 158 212 | 19 988 | 1,90% | Actions |
| Pathstone Holdings, LLC | $750 152 | 12 946 | 1,23% | Actions |
| GOULD ASSET MANAGEMENT LLC /CA/ | $727 206 | 12 550 | 1,20% | Actions |
| MML INVESTORS SERVICES, LLC | $611 554 | 10 554 | 1,01% | Actions |
| Ally Invest Advisors Inc. | $608 281 | 10 498 | 1,00% | Actions |
| Stratos Wealth Partners, LTD. | $585 912 | 10 111 | 0,96% | Actions |
| BROWN ADVISORY INC | $580 374 | 10 016 | 0,95% | Actions |
| MAI Capital Management | $573 389 | 9 895 | 0,94% | Actions |
| Haverford Trust Co | $571 103 | 9 856 | 0,94% | Actions |
| Beacon Pointe Advisors, LLC | $511 635 | 10 694 | 0,84% | Actions |
| Congress Wealth Management LLC / DE / | $510 909 | 11 916 | 0,84% | Actions |
| LPL Financial LLC | $491 950 | 8 490 | 0,81% | Actions |
| SUMMIT WEALTH GROUP LLC / CO | $441 597 | 7 621 | 0,73% | Actions |
| Cambridge Financial Group, LLC | $413 262 | 7 132 | 0,68% | Actions |
| Abacus Planning Group, Inc. | $388 751 | 6 709 | 0,64% | Actions |
| Asset Dedication, LLC | $379 654 | 6 552 | 0,62% | Actions |
| Modern Wealth Management, LLC | $347 542 | 5 998 | 0,57% | Actions |
| Wade Financial Advisory, Inc | $329 357 | 8 613 | 0,54% | Actions |
| Savant Capital, LLC | $301 953 | 5 218 | 0,50% | Actions |
| DIVERSIFIED TRUST CO | $294 359 | 5 080 | 0,48% | Actions |
| Main Street Financial Solutions, LLC | $291 595 | 5 032 | 0,48% | Actions |
| KWB Wealth | $279 562 | 6 008 | 0,46% | Actions |
| Cetera Investment Advisers | $278 830 | 4 812 | 0,46% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $263 491 | 4 547 | 0,43% | Actions |
| HART & PATTERSON FINANCIAL GROUP LLC | $252 171 | 6 766 | 0,41% | Actions |
| Fortis Capital Advisors, LLC | $239 196 | 4 128 | 0,39% | Actions |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $239 196 | 4 128 | 0,39% | Actions |
| Belpointe Asset Management LLC | $239 196 | 4 128 | 0,39% | Actions |
| Stewardship Advisors, LLC | $231 141 | 3 989 | 0,38% | Actions |
| Optas, LLC | $224 060 | 3 867 | 0,37% | Actions |
| Financially in Tune, LLC | $219 114 | 4 580 | 0,36% | Actions |
| Parkworth Wealth Management, Inc. | $212 270 | 4 951 | 0,35% | Actions |
| ROYAL BANK OF CANADA | $194 000 | 3 346 | 0,32% | Actions |
| Biltmore Family Office, LLC | $166 707 | 2 877 | 0,27% | Actions |
| Steward Partners Investment Advisory, LLC | $125 624 | 2 168 | 0,21% | Actions |
| RAELIPSKIE PARTNERSHIP | $125 103 | 2 159 | 0,21% | Actions |
| Smartleaf Asset Management LLC | $71 733 | 1 254 | 0,12% | Actions |
| IMA Advisory Services, Inc. | $67 223 | 1 160 | 0,11% | Actions |
| Longview Financial Advisors LLC | $67 158 | 1 159 | 0,11% | Actions |
| ASSETMARK, INC | $66 942 | 1 171 | 0,11% | Actions |
| NBT BANK, N.A. | $63 739 | 1 100 | 0,10% | Actions |
| IFG Advisory, LLC | $55 627 | 960 | 0,09% | Actions |
| OSAIC HOLDINGS, INC. | $54 635 | 943 | 0,09% | Actions |
| Farther Finance Advisors, LLC | $37 374 | 645 | 0,06% | Actions |
| MATHER GROUP, LLC. | $27 234 | 470 | 0,04% | Actions |
| Timmons Wealth Management, LLC | $26 896 | 464 | 0,04% | Actions |
| Triumph Capital Management | $6 664 | 115 | 0,01% | Actions |
| FMR LLC | $6 401 | 110 | 0,01% | Actions |
| Aptus Capital Advisors, LLC | $5 505 | 95 | 0,01% | Actions |
| JPMORGAN CHASE & CO | $3 890 | 68 | 0,01% | Actions |
| WOLFF WIESE MAGANA LLC | $2 666 | 46 | 0,00% | Actions |
| BIRCHBROOK, INC. | $2 492 | 43 | 0,00% | Actions |
| FIDUCIARY FINANCIAL ADVISORS | $1 963 | 34 | 0,00% | Actions |
| Federation des caisses Desjardins du Quebec | $1 738 | 30 | 0,00% | Actions |
| WELLS FARGO & COMPANY/MN | $46 | 1 | 0,00% | Actions |