ISHARES ESG ADV MSCI EM ETF (EMXF) Institutional Ownership Changes & 13F Activity

ISHARES ESG ADV MSCI EM ETF (EMXF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sei Investments Co, Brown Advisory Inc, Bailard, Inc., Asset Dedication, Llc, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+3,731+34.9%14,425$835.88KQ2 2026Aug 18, 2026
Balanced Rock Investment Advisors LlcSell-2,326-5.3%41,421$2.40MQ2 2026Aug 17, 2026
Sei Investments CoSell-10,834-4.7%218,541$12.66MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+10,01610,016$580.37KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-1,911-24.2%5,998$347.54KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,530+9.9%16,964$984.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,400+9.1%16,746$970.34KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+960960$55.63KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+751751$43.52KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+295+3.1%9,895$573.39KQ2 2026Aug 14, 2026
Plum Street Advisors, LlcBuy+592+2.5%24,003$1.39MQ2 2026Aug 13, 2026
Ally Invest Advisors Inc.Buy+190+1.8%10,498$608.28KQ2 2026Aug 13, 2026
Fmr LlcSell-2-1.8%110$6.40KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-253-5.0%4,812$278.83KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+6868$3.89KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcSell-5-5.0%95$5.50KQ2 2026Aug 12, 2026
Atlantic Private Wealth, LlcSell-3,819-11.3%29,966$1.74MQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Buy+853+9.2%10,111$585.91KQ2 2026Aug 11, 2026
Ima Advisory Services, Inc.Buy+1,1601,160$67.22KQ2 2026Aug 10, 2026
Savant Capital, LlcBuy+373+7.7%5,218$301.95KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+3,141+58.7%8,490$491.95KQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+1,775+20.2%10,554$611.55KQ2 2026Aug 07, 2026
Rwa Wealth Partners, LlcBuy+128+0.2%59,353$3.44MQ2 2026Aug 07, 2026
Timmons Wealth Management, LlcSell-75-13.9%464$26.90KQ2 2026Aug 07, 2026
Mccarter Private Wealth Services LlcSell-2,590-38.6%4,128$239.20KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+4,5474,547$263.49KQ2 2026Aug 03, 2026
Belpointe Asset Management LlcSell-2,590-38.6%4,128$239.20KQ2 2026Jul 31, 2026
Fortis Capital Advisors, LlcSell-2,590-38.6%4,128$239.20KQ2 2026Jul 31, 2026
Bailard, Inc.Buy+6,881+5.4%133,396$7.73MQ2 2026Jul 30, 2026
Asset Dedication, LlcBuy+6,5526,552$379.65KQ2 2026Jul 30, 2026
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Frequently asked questions about EMXF activity

  • Which institutional owners are buying EMXF?

    Institutional owners buying EMXF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EMXF activity?

    "Buy" means an investor increased their reported position in EMXF compared to the prior reporting period. This reflects growing exposure to ISHARES ESG ADV MSCI EM ETF (EMXF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EMXF increasing?

    Institutional interest in EMXF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.