ISHARES ESG ADV MSCI EM ETF (EMXF) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $51.24M 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 $13.26M, representing an estimated gain of +20.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
55
Total Reported Value
$51.24M
Largest Holder
Sei Investments Co
Largest Position
$10.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
60
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 | $13,259,985 | +$2,286,404 | +20.84% | |
| Bailard, Inc. | 0.14% | 126,515 | $6,052,655 | $7,313,731 | +$1,261,076 | +20.84% | |
| Invera Wealth Advisors, Llc | 3.28% | 106,782 | $5,108,600 | $6,172,982 | +$1,064,382 | +20.84% | |
| Values Added Financial Llc | 1.76% | 87,375 | $4,180,161 | $5,051,079 | +$870,918 | +20.83% | |
| Rwa Wealth Partners, Llc | 0.03% | 59,225 | $2,833,411 | $3,423,750 | +$590,339 | +20.83% | |
| Balanced Rock Investment Advisors Llc | 1.47% | 43,747 | $2,092,940 | $2,528,979 | +$436,039 | +20.83% | |
| Strategic Financial Planning, Inc. | 1.08% | 26,493 | $1,847,898 | $1,531,539 | -$316,359 | -17.12% | |
| Atlantic Private Wealth, Llc | 1.06% | 33,785 | $1,616,309 | $1,953,084 | +$336,775 | +20.84% | |
| Robertson Stephens Wealth Management, Llc | 0.04% | 30,773 | $1,472,223 | $1,778,963 | +$306,740 | +20.84% | |
| Walkner Condon Financial Advisors Llc | 0.16% | 25,111 | $1,201,345 | $1,451,647 | +$250,302 | +20.84% | |
| Plum Street Advisors, Llc | 0.39% | 23,411 | $1,120,015 | $1,353,371 | +$233,356 | +20.84% | |
| Lazard Asset Management Llc | 0.00% | 21,696 | $1,037,967 | $1,254,228 | +$216,261 | +20.84% | |
| Creative Planning | 0.00% | 21,327 | $1,020,302 | $1,232,897 | +$212,595 | +20.84% | |
| Royal Bank Of Canada | 0.00% | 15,434 | $737,000 | $892,227 | +$155,227 | +21.06% | |
| Osaic Holdings, Inc. | 0.00% | 15,346 | $734,192 | $887,140 | +$152,948 | +20.83% | |
| Pathstone Holdings, Llc | 0.00% | 12,792 | $611,988 | $739,495 | +$127,507 | +20.83% | |
| Gould Asset Management Llc | 0.10% | 12,550 | $600,410 | $725,505 | +$125,095 | +20.84% | |
| Beacon Pointe Advisors, Llc | 0.00% | 10,694 | $511,635 | $618,212 | +$106,577 | +20.83% | |
| Ally Invest Advisors Inc. | 0.03% | 10,308 | $493,138 | $595,897 | +$102,759 | +20.84% | |
| Haverford Trust Co | 0.00% | 9,856 | $471,525 | $569,767 | +$98,242 | +20.84% | |
| Mai Capital Management | 0.00% | 9,600 | $459,286 | $554,968 | +$95,682 | +20.83% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 9,258 | $442,943 | $535,198 | +$92,255 | +20.83% | |
| Optas, Llc | 0.06% | 8,888 | $425,192 | $513,808 | +$88,616 | +20.84% | |
| Mml Investors Services, Llc | 0.00% | 8,779 | $420,000 | $507,507 | +$87,507 | +20.83% | |
| Summit Wealth Group Llc / Co | 0.04% | 8,255 | $394,931 | $477,215 | +$82,284 | +20.84% | |
| Modern Wealth Management, Llc | 0.01% | 7,909 | $381,551 | $457,213 | +$75,662 | +19.83% | |
| Cambridge Financial Group, Llc | 0.12% | 7,132 | $341,205 | $412,295 | +$71,090 | +20.84% | |
| Abacus Planning Group, Inc. | 0.05% | 7,058 | $337,665 | $408,017 | +$70,352 | +20.83% | |
| Belpointe Asset Management Llc | 0.01% | 6,718 | $321,399 | $388,362 | +$66,963 | +20.83% | |
| Fortis Capital Advisors, Llc | 0.04% | 6,718 | $321,399 | $388,362 | +$66,963 | +20.83% | |
| Mccarter Private Wealth Services Llc | 0.14% | 6,718 | $321,399 | $388,362 | +$66,963 | +20.83% | |
| Kwb Wealth | 0.03% | 6,008 | $279,562 | $347,318 | +$67,756 | +24.24% | |
| Lpl Financial Llc | 0.00% | 5,349 | $255,903 | $309,221 | +$53,318 | +20.84% | |
| Diversified Trust Co | 0.00% | 5,080 | $243,034 | $293,671 | +$50,637 | +20.84% | |
| Cetera Investment Advisers | 0.00% | 5,065 | $242,317 | $292,804 | +$50,487 | +20.83% | |
| Savant Capital, Llc | 0.00% | 4,845 | $231,772 | $280,086 | +$48,314 | +20.85% | |
| Financially In Tune, Llc | 0.19% | 4,580 | $219,114 | $264,766 | +$45,652 | +20.83% | |
| Stewardship Advisors, Llc | 0.05% | 4,342 | $207,727 | $251,008 | +$43,281 | +20.84% | |
| Biltmore Family Office, Llc | 0.02% | 2,877 | $137,640 | $166,317 | +$28,677 | +20.83% | |
| Nbt Bank N A | 0.01% | 2,567 | $122,809 | $148,396 | +$25,587 | +20.83% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,168 | $103,720 | $125,330 | +$21,610 | +20.84% | |
| Raelipskie Partnership | 0.04% | 2,159 | $103,289 | $124,810 | +$21,521 | +20.84% | |
| Longview Financial Advisors Llc | 0.05% | 1,911 | $91,425 | $110,473 | +$19,048 | +20.83% | |
| Smartleaf Asset Management Llc | 0.00% | 1,254 | $58,048 | $72,493 | +$14,445 | +24.88% | |
| Timmons Wealth Management, Llc | 0.02% | 539 | $25,765 | $31,159 | +$5,394 | +20.94% | |
| Farther Finance Advisors, Llc | 0.00% | 210 | $10,131 | $12,140 | +$2,009 | +19.83% | |
| Triumph Capital Management | 0.00% | 115 | $5,502 | $6,648 | +$1,146 | +20.83% | |
| Fmr Llc | 0.00% | 112 | $5,381 | $6,475 | +$1,094 | +20.32% | |
| Aptus Capital Advisors, Llc | 0.00% | 100 | $4,784 | $5,781 | +$997 | +20.84% | |
| Advisory Services Network, Llc | 0.00% | 67 | $3,205 | $3,873 | +$668 | +20.85% |
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.