Who owns iShares ESG Advanced MSCI EM ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EMXF from SEC Form 13F filings across 65 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 65 institutions disclosed 1.1M shares of iShares ESG Advanced MSCI EM ETF worth $62.2M — about 37.1% of shares outstanding; the largest disclosed holder is SEI INVESTMENTS CO. Source: SEC Form 13F filings, parsed by EvidInvest.
65
13F holders
$62.2M
value, 2026 filers
37.1%
of shares outstanding (1.1M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EMXF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | 218,541 | $12.7M | 0.0% | 7.6% | -4.7% |
| 2 | BAILARD, INC. | 133,396 | $7.7M | 0.2% | 4.6% | +5.4% |
| 3 | Invera Wealth Advisors, LLC | 98,999 | $5.7M | 3.1% | 3.4% | -7.3% |
| 4 | Values Added Financial LLC | 92,810 | $5.4M | 1.9% | 3.2% | +6.2% |
| 5 | RWA WEALTH PARTNERS, LLC | 59,353 | $3.4M | 0.0% | 2.1% | +0.2% |
| 6 | Balanced Rock Investment Advisors LLC | 41,421 | $2.4M | 1.5% | 1.4% | -5.3% |
| 7 | Atlantic Private Wealth, LLC | 29,966 | $1.7M | 1.1% | 1% | -11.3% |
| 8 | Robertson Stephens Wealth Management, LLC | 29,447 | $1.7M | 0.0% | 1% | -4.3% |
| 9 | Walkner Condon Financial Advisors LLC | 24,689 | $1.4M | 0.2% | 0.9% | -1.7% |
| 10 | Plum Street Advisors, LLC | 24,003 | $1.4M | 0.4% | 0.8% | +2.5% |
| 11 | LAZARD ASSET MANAGEMENT LLC | 21,696 | $1.3M | 0.0% | 0.8% | 0.0% |
| 12 | Creative Planning | 21,457 | $1.2M | 0.0% | 0.7% | +0.6% |
| 13 | SageView Advisory Group, LLCNEW | 19,988 | $1.2M | 0.0% | 0.7% | new |
| 14 | ROYAL BANK OF CANADA | 16,964 | $984,000 | 0.0% | 0.6% | +9.9% |
| 15 | OSAIC HOLDINGS, INC. | 16,746 | $970,344 | 0.0% | 0.6% | +9.1% |
| 16 | Beacon Pointe Advisors, LLC | 14,425 | $835,876 | 0.0% | 0.5% | +34.9% |
| 17 | Fairlight AdvisorsNEW | 13,402 | $776,575 | 0.6% | 0.5% | new |
| 18 | Pathstone Holdings, LLC | 12,946 | $750,152 | 0.0% | 0.4% | +1.2% |
| 19 | GOULD ASSET MANAGEMENT LLC /CA/ | 12,550 | $727,206 | 0.1% | 0.4% | 0.0% |
| 20 | MML INVESTORS SERVICES, LLC | 10,554 | $611,554 | 0.0% | 0.4% | +20.2% |
| 21 | Ally Invest Advisors Inc. | 10,498 | $608,281 | 0.0% | 0.4% | +1.8% |
| 22 | Stratos Wealth Partners, LTD. | 10,111 | $585,912 | 0.0% | 0.3% | +9.2% |
| 23 | BROWN ADVISORY INCNEW | 10,016 | $580,374 | 0.0% | 0.3% | new |
| 24 | MAI Capital Management | 9,895 | $573,389 | 0.0% | 0.3% | +3.1% |
| 25 | Haverford Trust Co | 9,856 | $571,103 | 0.0% | 0.3% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.