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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +3,731 | +34.9% | 14,425 | $835.88K | Q2 2026 | Aug 18, 2026 |
| Balanced Rock Investment Advisors Llc | Sell | -2,326 | -5.3% | 41,421 | $2.40M | Q2 2026 | Aug 17, 2026 |
| Sei Investments Co | Sell | -10,834 | -4.7% | 218,541 | $12.66M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +10,016 | — | 10,016 | $580.37K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -1,911 | -24.2% | 5,998 | $347.54K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,530 | +9.9% | 16,964 | $984.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,400 | +9.1% | 16,746 | $970.34K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +960 | — | 960 | $55.63K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +751 | — | 751 | $43.52K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +295 | +3.1% | 9,895 | $573.39K | Q2 2026 | Aug 14, 2026 |
| Plum Street Advisors, Llc | Buy | +592 | +2.5% | 24,003 | $1.39M | Q2 2026 | Aug 13, 2026 |
| Ally Invest Advisors Inc. | Buy | +190 | +1.8% | 10,498 | $608.28K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -2 | -1.8% | 110 | $6.40K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -253 | -5.0% | 4,812 | $278.83K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +68 | — | 68 | $3.89K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Sell | -5 | -5.0% | 95 | $5.50K | Q2 2026 | Aug 12, 2026 |
| Atlantic Private Wealth, Llc | Sell | -3,819 | -11.3% | 29,966 | $1.74M | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +853 | +9.2% | 10,111 | $585.91K | Q2 2026 | Aug 11, 2026 |
| Ima Advisory Services, Inc. | Buy | +1,160 | — | 1,160 | $67.22K | Q2 2026 | Aug 10, 2026 |
| Savant Capital, Llc | Buy | +373 | +7.7% | 5,218 | $301.95K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +3,141 | +58.7% | 8,490 | $491.95K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +1,775 | +20.2% | 10,554 | $611.55K | Q2 2026 | Aug 07, 2026 |
| Rwa Wealth Partners, Llc | Buy | +128 | +0.2% | 59,353 | $3.44M | Q2 2026 | Aug 07, 2026 |
| Timmons Wealth Management, Llc | Sell | -75 | -13.9% | 464 | $26.90K | Q2 2026 | Aug 07, 2026 |
| Mccarter Private Wealth Services Llc | Sell | -2,590 | -38.6% | 4,128 | $239.20K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +4,547 | — | 4,547 | $263.49K | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management Llc | Sell | -2,590 | -38.6% | 4,128 | $239.20K | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, Llc | Sell | -2,590 | -38.6% | 4,128 | $239.20K | Q2 2026 | Jul 31, 2026 |
| Bailard, Inc. | Buy | +6,881 | +5.4% | 133,396 | $7.73M | Q2 2026 | Jul 30, 2026 |
| Asset Dedication, Llc | Buy | +6,552 | — | 6,552 | $379.65K | Q2 2026 | Jul 30, 2026 |
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.