EMXF Institutional Ownership & Shareholders
ISHARES ESG ADV MSCI EM ETF (EMXF) is currently held by 59 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $59.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sei Investments Co is currently the largest disclosed institutional shareholder of EMXF tracked by InsiderSet, reporting ownership valued at approximately $12.66M in its June 30, 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 $11.22M, representing an estimated loss of -11.43% 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
59
Total Reported Value
$59.82M
Largest Holder
Sei Investments Co
Largest Position
$12.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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% | 218,541 | $12,663,264 | $11,215,743 | -$1,447,521 | -11.43% | |
| Bailard, Inc. | 0.15% | 131,389 | $7,522,020 | $6,743,015 | -$779,005 | -10.36% | |
| Invera Wealth Advisors, Llc | 3.10% | 104,753 | $5,997,109 | $5,376,029 | -$621,080 | -10.36% | |
| Values Added Financial Llc | 2.02% | 99,448 | $5,693,386 | $5,103,771 | -$589,615 | -10.36% | |
| Rwa Wealth Partners, Llc | 0.03% | 59,353 | $3,439,183 | $3,046,055 | -$393,128 | -11.43% | |
| Balanced Rock Investment Advisors Llc | 1.50% | 41,421 | $2,400,101 | $2,125,767 | -$274,334 | -11.43% | |
| Atlantic Private Wealth, Llc | 1.06% | 29,966 | $1,736,351 | $1,537,885 | -$198,466 | -11.43% | |
| Robertson Stephens Wealth Management, Llc | 0.04% | 29,447 | $1,685,841 | $1,511,249 | -$174,592 | -10.36% | |
| Plum Street Advisors, Llc | 0.44% | 24,003 | $1,390,847 | $1,231,858 | -$158,989 | -11.43% | |
| Walkner Condon Financial Advisors Llc | 0.15% | 23,395 | $1,339,389 | $1,200,655 | -$138,734 | -10.36% | |
| Creative Planning | 0.00% | 22,523 | $1,289,418 | $1,155,903 | -$133,515 | -10.35% | |
| Lazard Asset Management Llc | 0.00% | 21,696 | $1,257,168 | $1,113,460 | -$143,708 | -11.43% | |
| Royal Bank Of Canada | 0.00% | 16,964 | $984,000 | $870,609 | -$113,391 | -11.52% | |
| Osaic Holdings, Inc. | 0.00% | 16,746 | $970,344 | $859,421 | -$110,923 | -11.43% | |
| Beacon Pointe Advisors, Llc | 0.00% | 14,425 | $835,876 | $740,305 | -$95,571 | -11.43% | |
| Gould Asset Management Llc | 0.11% | 12,550 | $727,206 | $644,079 | -$83,127 | -11.43% | |
| Pathstone Holdings, Llc | 0.00% | 12,792 | $611,988 | $656,498 | +$44,510 | +7.27% | |
| Mml Investors Services, Llc | 0.00% | 10,554 | $611,554 | $541,642 | -$69,912 | -11.43% | |
| Ally Invest Advisors Inc. | 0.04% | 10,498 | $608,281 | $538,768 | -$69,513 | -11.43% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 10,111 | $585,912 | $518,907 | -$67,005 | -11.44% | |
| Brown Advisory Inc | 0.00% | 10,016 | $580,374 | $514,031 | -$66,343 | -11.43% | |
| Mai Capital Management | 0.00% | 9,895 | $573,389 | $507,821 | -$65,568 | -11.44% | |
| Haverford Trust Co | 0.00% | 9,856 | $571,103 | $505,820 | -$65,283 | -11.43% | |
| Lpl Financial Llc | 0.00% | 8,490 | $491,950 | $435,715 | -$56,235 | -11.43% | |
| Cambridge Financial Group, Llc | 0.13% | 7,132 | $413,262 | $366,021 | -$47,241 | -11.43% | |
| Abacus Planning Group, Inc. | 0.05% | 6,709 | $384,090 | $344,313 | -$39,777 | -10.36% | |
| Asset Dedication, Llc | 0.02% | 6,552 | $379,654 | $336,255 | -$43,399 | -11.43% | |
| Summit Wealth Group Llc / Co | 0.02% | 6,594 | $377,507 | $338,411 | -$39,096 | -10.36% | |
| Modern Wealth Management, Llc | 0.00% | 5,998 | $347,542 | $307,823 | -$39,719 | -11.43% | |
| Savant Capital, Llc | 0.00% | 5,218 | $301,953 | $267,793 | -$34,160 | -11.31% | |
| Diversified Trust Co | 0.00% | 5,080 | $294,359 | $260,711 | -$33,648 | -11.43% | |
| Cetera Investment Advisers | 0.00% | 4,812 | $278,830 | $246,957 | -$31,873 | -11.43% | |
| Envestnet Asset Management Inc | 0.00% | 4,547 | $263,491 | $233,357 | -$30,134 | -11.44% | |
| Belpointe Asset Management Llc | 0.01% | 4,128 | $239,196 | $211,853 | -$27,343 | -11.43% | |
| Fortis Capital Advisors, Llc | 0.03% | 4,128 | $239,196 | $211,853 | -$27,343 | -11.43% | |
| Stewardship Advisors, Llc | 0.05% | 3,916 | $224,191 | $200,973 | -$23,218 | -10.36% | |
| Optas, Llc | 0.03% | 3,867 | $224,060 | $198,458 | -$25,602 | -11.43% | |
| Financially In Tune, Llc | 0.19% | 4,580 | $219,114 | $235,050 | +$15,936 | +7.27% | |
| Mccarter Private Wealth Services Llc | 0.07% | 3,728 | $213,428 | $191,325 | -$22,103 | -10.36% | |
| Biltmore Family Office, Llc | 0.02% | 2,877 | $166,707 | $147,651 | -$19,056 | -11.43% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,168 | $125,624 | $111,264 | -$14,360 | -11.43% | |
| Raelipskie Partnership | 0.05% | 2,159 | $125,103 | $110,802 | -$14,301 | -11.43% | |
| Smartleaf Asset Management Llc | 0.00% | 1,254 | $71,733 | $64,357 | -$7,376 | -10.28% | |
| Ima Advisory Services, Inc. | 0.00% | 1,160 | $67,223 | $59,532 | -$7,691 | -11.44% | |
| Longview Financial Advisors Llc | 0.03% | 1,159 | $67,158 | $59,481 | -$7,677 | -11.43% | |
| Ifg Advisory, Llc | 0.00% | 960 | $55,627 | $49,268 | -$6,359 | -11.43% | |
| Action Point Financial Planning, Llc | 0.00% | 751 | $43,520 | $38,542 | -$4,978 | -11.44% | |
| Farther Finance Advisors, Llc | 0.00% | 645 | $36,926 | $33,102 | -$3,824 | -10.36% | |
| Mather Group, Llc. | 0.00% | 470 | $26,908 | $24,121 | -$2,787 | -10.36% | |
| Timmons Wealth Management, Llc | 0.02% | 464 | $26,896 | $23,813 | -$3,083 | -11.46% |
Frequently asked questions about EMXF
Who are the largest institutional holders of EMXF?
The largest institutional holders of EMXF reported in the latest SEC Form 13F filings include Sei Investments Co, Bailard, Inc., Invera Wealth Advisors, Llc, Values Added Financial Llc, and Rwa Wealth Partners, Llc. InsiderSet ranks institutional holders by their latest reported EMXF position.
What is EMXF institutional ownership?
This page tracks EMXF positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG ADV MSCI EM ETF (EMXF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EMXF?
InsiderSet currently tracks 59 institutional managers reporting EMXF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EMXF shareholders.
How much EMXF stock do institutions own?
Institutional investment managers disclosed approximately $59.82M in EMXF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EMXF institutional ownership last updated?
The latest EMXF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EMXF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EMXF position after the reporting date.
Are institutions buying or selling EMXF?
Institutional buying and selling can be analyzed by comparing EMXF positions across consecutive 13F reporting periods. InsiderSet's EMXF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EMXF ownership changes.
How has EMXF institutional ownership changed over time?
InsiderSet tracks EMXF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.