ISHARES ESG ADV MSCI EM ETF (EMXF) Institutional Shareholders
ISHARES ESG ADV MSCI EM ETF (EMXF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $55.74M in EMXF holdings during the latest filing period.
Sei Investments Co is currently the largest disclosed institutional shareholder of EMXF tracked by InsiderSet, reporting ownership valued at approximately $10.97M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.06M, representing an estimated gain of +18.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed EMXF value among the investors covered in this analysis. Major shareholders include Sei Investments Co, Bailard, Inc., Invera Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in ISHARES ESG ADV MSCI EM ETF (EMXF).
This page ranks the largest institutional EMXF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
59
Total Reported Value
$55.74M
Largest Holder
Sei Investments Co
Largest Position
$10.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sei Investments Co | 0.01% | 229,375 | $10,973,581 | $13,057,585 | +$2,084,004 | +18.99% | |
| Bailard, Inc. | 0.16% | 133,396 | $7,729,591 | $7,593,807 | -$135,784 | -1.76% | |
| Invera Wealth Advisors, Llc | 3.08% | 98,999 | $5,736,467 | $5,635,696 | -$100,771 | -1.76% | |
| Values Added Financial Llc | 1.94% | 92,810 | $5,377,871 | $5,283,376 | -$94,495 | -1.76% | |
| Rwa Wealth Partners, Llc | 0.03% | 59,225 | $2,833,411 | $3,371,490 | +$538,079 | +18.99% | |
| Balanced Rock Investment Advisors Llc | 1.47% | 43,747 | $2,092,940 | $2,490,377 | +$397,437 | +18.99% | |
| Strategic Financial Planning, Inc. | 1.08% | 26,493 | $1,847,898 | $1,508,162 | -$339,736 | -18.39% | |
| Robertson Stephens Wealth Management, Llc | 0.04% | 29,447 | $1,706,298 | $1,676,323 | -$29,975 | -1.76% | |
| Atlantic Private Wealth, Llc | 1.06% | 33,785 | $1,616,309 | $1,923,272 | +$306,963 | +18.99% | |
| Walkner Condon Financial Advisors Llc | 0.16% | 24,689 | $1,430,597 | $1,405,466 | -$25,131 | -1.76% | |
| Plum Street Advisors, Llc | 0.39% | 23,411 | $1,120,015 | $1,332,713 | +$212,698 | +18.99% | |
| Lazard Asset Management Llc | 0.00% | 21,696 | $1,037,967 | $1,235,084 | +$197,117 | +18.99% | |
| Creative Planning | 0.00% | 21,327 | $1,020,302 | $1,214,078 | +$193,776 | +18.99% | |
| Royal Bank Of Canada | 0.00% | 15,434 | $737,000 | $878,608 | +$141,608 | +19.21% | |
| Osaic Holdings, Inc. | 0.00% | 15,346 | $734,192 | $873,599 | +$139,407 | +18.99% | |
| Pathstone Holdings, Llc | 0.00% | 12,792 | $611,988 | $728,208 | +$116,220 | +18.99% | |
| Gould Asset Management Llc | 0.10% | 12,550 | $600,410 | $714,431 | +$114,021 | +18.99% | |
| Beacon Pointe Advisors, Llc | 0.00% | 10,694 | $511,635 | $608,775 | +$97,140 | +18.99% | |
| Ally Invest Advisors Inc. | 0.03% | 10,308 | $493,138 | $586,801 | +$93,663 | +18.99% | |
| Haverford Trust Co | 0.00% | 9,856 | $471,525 | $561,071 | +$89,546 | +18.99% | |
| Mai Capital Management | 0.00% | 9,600 | $459,286 | $546,497 | +$87,211 | +18.99% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 9,258 | $442,943 | $527,028 | +$84,085 | +18.98% | |
| Summit Wealth Group Llc / Co | 0.04% | 7,621 | $441,597 | $433,839 | -$7,758 | -1.76% | |
| Mml Investors Services, Llc | 0.00% | 8,779 | $420,000 | $499,760 | +$79,760 | +18.99% | |
| Cambridge Financial Group, Llc | 0.13% | 7,132 | $413,262 | $406,002 | -$7,260 | -1.76% | |
| Abacus Planning Group, Inc. | 0.05% | 6,709 | $388,751 | $381,922 | -$6,829 | -1.76% | |
| Modern Wealth Management, Llc | 0.01% | 7,909 | $381,551 | $450,234 | +$68,683 | +18.00% | |
| Asset Dedication, Llc | 0.02% | 6,552 | $379,654 | $372,984 | -$6,670 | -1.76% | |
| Diversified Trust Co | 0.00% | 5,080 | $294,359 | $289,188 | -$5,171 | -1.76% | |
| Envestnet Asset Management Inc | 0.00% | 4,547 | $263,491 | $258,846 | -$4,645 | -1.76% | |
| Lpl Financial Llc | 0.00% | 5,349 | $255,903 | $304,501 | +$48,598 | +18.99% | |
| Cetera Investment Advisers | 0.00% | 5,065 | $242,317 | $288,334 | +$46,017 | +18.99% | |
| Belpointe Asset Management Llc | 0.01% | 4,128 | $239,196 | $234,994 | -$4,202 | -1.76% | |
| Fortis Capital Advisors, Llc | 0.03% | 4,128 | $239,196 | $234,994 | -$4,202 | -1.76% | |
| Mccarter Private Wealth Services Llc | 0.08% | 4,128 | $239,196 | $234,994 | -$4,202 | -1.76% | |
| Savant Capital, Llc | 0.00% | 4,845 | $231,772 | $275,810 | +$44,038 | +19.00% | |
| Stewardship Advisors, Llc | 0.05% | 3,989 | $231,141 | $227,081 | -$4,060 | -1.76% | |
| Optas, Llc | 0.03% | 3,867 | $224,060 | $220,136 | -$3,924 | -1.75% | |
| Kwb Wealth | 0.02% | 3,823 | $221,523 | $217,631 | -$3,892 | -1.76% | |
| Financially In Tune, Llc | 0.19% | 4,580 | $219,114 | $260,725 | +$41,611 | +18.99% | |
| Nbt Bank N A | 0.01% | 2,557 | $148,164 | $145,562 | -$2,602 | -1.76% | |
| Biltmore Family Office, Llc | 0.02% | 2,877 | $137,640 | $163,778 | +$26,138 | +18.99% | |
| Raelipskie Partnership | 0.05% | 2,159 | $125,103 | $122,905 | -$2,198 | -1.76% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,168 | $103,720 | $123,417 | +$19,697 | +18.99% | |
| Longview Financial Advisors Llc | 0.03% | 1,159 | $67,158 | $65,978 | -$1,180 | -1.76% | |
| Assetmark, Inc | 0.00% | 1,171 | $66,942 | $66,661 | -$281 | -0.42% | |
| Smartleaf Asset Management Llc | 0.00% | 1,254 | $58,048 | $71,386 | +$13,338 | +22.98% | |
| Farther Finance Advisors, Llc | 0.00% | 645 | $37,374 | $36,718 | -$656 | -1.76% | |
| Mather Group, Llc. | 0.00% | 470 | $27,234 | $26,756 | -$478 | -1.76% | |
| Timmons Wealth Management, Llc | 0.02% | 539 | $25,765 | $30,684 | +$4,919 | +19.09% |
Frequently asked questions about EMXF
Who owns the most EMXF stock?
The largest holders of EMXF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG ADV MSCI EM ETF (EMXF).
Is EMXF widely held by superinvestors?
Many widely followed stocks like EMXF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EMXF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.