EMXF Institutional Ownership
iShares ESG Advanced MSCI EM ETF
1W: -1.1%
1M: -0.0%
3M: +0.1%
YTD: +21.7%
1Y: +29.4%
3Y: +84.7%
5Y: +48.9%
$57.64
+0.44 (+0.76%)
Weekly Expected Move ±2.7%
$55
$56
$58
$59
$61
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EMXF
68
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
62M
Total Invested
9
New Positions
19
Increased
25
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (74 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | 218,541 | 13M | -10,834 | -4.7% | 10Q | SEC ↗ |
| 2 | BAILARD, INC. | 133,396 | 8M | +6,881 | +5.4% | 11Q | SEC ↗ |
| 3 | Invera Wealth Advisors, LLC | 98,999 | 6M | -7,783 | -7.3% | 11Q | SEC ↗ |
| 4 | Values Added Financial LLC | 92,810 | 5M | +5,435 | +6.2% | 13Q | SEC ↗ |
| 5 | RWA WEALTH PARTNERS, LLC | 59,353 | 3M | +128 | +0.2% | 11Q | SEC ↗ |
| 6 | Balanced Rock Investment Advisors LLC | 41,421 | 2M | -2,326 | -5.3% | 11Q | SEC ↗ |
| 7 | Atlantic Private Wealth, LLC | 29,966 | 2M | -3,819 | -11.3% | 19Q | SEC ↗ |
| 8 | Robertson Stephens Wealth Management, | 29,447 | 2M | -1,326 | -4.3% | 5Q | SEC ↗ |
| 9 | Walkner Condon Financial Advisors LLC | 24,689 | 1M | -422 | -1.7% | 18Q | SEC ↗ |
| 10 | Plum Street Advisors, LLC | 24,003 | 1M | +592 | +2.5% | 6Q | SEC ↗ |
| 11 | LAZARD ASSET MANAGEMENT LLC | 21,696 | 1M | — | +0.0% | 12Q | SEC ↗ |
| 12 | Creative Planning | 21,457 | 1M | +130 | +0.6% | 2Q | SEC ↗ |
| 13 | SageView Advisory Group, LLC | 19,988 | 1M | +130 | +0.7% | 6Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 16,964 | 978K | +1,530 | +9.9% | 17Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 16,746 | 965K | +1,400 | +9.1% | 22Q | SEC ↗ |
| 16 | Beacon Pointe Advisors, LLC | 14,425 | 831K | +3,731 | +34.9% | 4Q | SEC ↗ |
| 17 | Fairlight Advisors NEW | 13,402 | 772K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Pathstone Holdings, LLC | 12,946 | 746K | +154 | +1.2% | 9Q | SEC ↗ |
| 19 | GOULD ASSET MANAGEMENT LLC /CA | 12,550 | 723K | — | +0.0% | 14Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 10,554 | 608K | +1,775 | +20.2% | 11Q | SEC ↗ |
| 21 | Ally Invest Advisors Inc. | 10,498 | 605K | +190 | +1.8% | 11Q | SEC ↗ |
| 22 | Stratos Wealth Partners, LTD. | 10,111 | 583K | +853 | +9.2% | 8Q | SEC ↗ |
| 23 | BROWN ADVISORY INC NEW | 10,016 | 577K | — | +0.0% | 1Q | SEC ↗ |
| 24 | MAI Capital Management | 9,895 | 570K | +295 | +3.1% | 7Q | SEC ↗ |
| 25 | Haverford Trust Co | 9,856 | 568K | — | +0.0% | 6Q | SEC ↗ |
| 26 | LPL Financial LLC | 8,490 | 489K | +3,141 | +58.7% | 2Q | SEC ↗ |
| 27 | SUMMIT WEALTH GROUP LLC / CO | 7,621 | 439K | -634 | -7.7% | 3Q | SEC ↗ |
| 28 | Cambridge Financial Group, LLC | 7,132 | 411K | — | +0.0% | 11Q | SEC ↗ |
| 29 | Abacus Planning Group, Inc. | 6,709 | 387K | -349 | -4.9% | 12Q | SEC ↗ |
| 30 | Asset Dedication, LLC | 6,552 | 378K | — | +0.0% | 9Q | SEC ↗ |
| 31 | Modern Wealth Management, LLC | 5,998 | 346K | -1,911 | -24.2% | 6Q | SEC ↗ |
| 32 | Savant Capital, LLC | 5,218 | 301K | +373 | +7.7% | 4Q | SEC ↗ |
| 33 | DIVERSIFIED TRUST CO | 5,080 | 293K | — | +0.0% | 5Q | SEC ↗ |
| 34 | Main Street Financial Solutions, LLC | 5,032 | 290K | +8 | +0.2% | 12Q | SEC ↗ |
| 35 | Cetera Investment Advisers | 4,812 | 277K | -253 | -5.0% | 4Q | SEC ↗ |
| 36 | Financially in Tune, LLC | 4,580 | 264K | — | +0.0% | 2Q | SEC ↗ |
| 37 | ENVESTNET ASSET MANAGEMENT INC NEW | 4,547 | 262K | — | +0.0% | 1Q | SEC ↗ |
| 38 | MCCARTER PRIVATE WEALTH SERVICES LLC | 4,128 | 238K | -2,590 | -38.6% | 3Q | SEC ↗ |
| 39 | Fortis Capital Advisors, LLC | 4,128 | 238K | -2,590 | -38.6% | 2Q | SEC ↗ |
| 40 | Belpointe Asset Management LLC | 4,128 | 238K | -2,590 | -38.6% | 2Q | SEC ↗ |
| 41 | Stewardship Advisors, LLC | 3,989 | 230K | -353 | -8.1% | 3Q | SEC ↗ |
| 42 | Optas, LLC | 3,867 | 223K | -5,021 | -56.5% | 14Q | SEC ↗ |
| 43 | KWB Wealth | 3,823 | 220K | -2,185 | -36.4% | 3Q | SEC ↗ |
| 44 | Biltmore Family Office, LLC | 2,877 | 166K | — | +0.0% | 20Q | SEC ↗ |
| 45 | NBT BANK, N.A. | 2,557 | 147K | -10 | -0.4% | 8Q | SEC ↗ |
| 46 | Steward Partners Investment Advisory, | 2,168 | 125K | — | +0.0% | 10Q | SEC ↗ |
| 47 | RAELIPSKIE PARTNERSHIP | 2,159 | 124K | — | +0.0% | 11Q | SEC ↗ |
| 48 | Smartleaf Asset Management LLC | 1,254 | 72K | — | +0.0% | 6Q | SEC ↗ |
| 49 | ASSETMARK, INC NEW | 1,171 | 67K | — | +0.0% | 1Q | SEC ↗ |
| 50 | IMA Advisory Services, Inc. NEW | 1,160 | 67K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Fairlight Advisors | 13,402 | 772K |
| BROWN ADVISORY INC | 10,016 | 577K |
| ENVESTNET ASSET MANAGEMENT INC | 4,547 | 262K |
| ASSETMARK, INC | 1,171 | 67K |
| IMA Advisory Services, Inc. | 1,160 | 67K |
| IFG Advisory, LLC | 960 | 55K |
| FIDUCIARY FINANCIAL ADVISORS | 751 | 43K |
| MATHER GROUP, LLC. | 470 | 27K |
| Anchor Bay Capital, Inc. | 13 | 1K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Strategic Financial Planning, Inc. | 26,493 | 2M |
| Talisman Wealth Advisors LLC | 8,803 | 507K |
| RFG Advisory, LLC | 7,276 | 419K |
| Kestra Advisory Services, LLC | 780 | 45K |
| Physician Wealth Advisors, Inc. | 555 | 32K |
| Advisory Services Network, LLC | 67 | 4K |
| UBS Group AG | 33 | 2K |
| MORGAN STANLEY | 1 | 0K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BAILARD, INC. | +6,881 | +5.4% | 133,396 |
| Values Added Financial LLC | +5,435 | +6.2% | 92,810 |
| Beacon Pointe Advisors, LLC | +3,731 | +34.9% | 14,425 |
| LPL Financial LLC | +3,141 | +58.7% | 8,490 |
| MML INVESTORS SERVICES, LLC | +1,775 | +20.2% | 10,554 |
| ROYAL BANK OF CANADA | +1,530 | +9.9% | 16,964 |
| OSAIC HOLDINGS, INC. | +1,400 | +9.1% | 16,746 |
| Stratos Wealth Partners, LTD. | +853 | +9.2% | 10,111 |
| Plum Street Advisors, LLC | +592 | +2.5% | 24,003 |
| Farther Finance Advisors, LLC | +435 | +207.1% | 645 |
| Savant Capital, LLC | +373 | +7.7% | 5,218 |
| MAI Capital Management | +295 | +3.1% | 9,895 |
| Ally Invest Advisors Inc. | +190 | +1.8% | 10,498 |
| Pathstone Holdings, LLC | +154 | +1.2% | 12,946 |
| SageView Advisory Group, LLC | +130 | +0.7% | 19,988 |
| Creative Planning | +130 | +0.6% | 21,457 |
| RWA WEALTH PARTNERS, LLC | +128 | +0.2% | 59,353 |
| JPMORGAN CHASE & CO | +15 | +28.3% | 68 |
| Main Street Financial Solutions, LL | +8 | +0.2% | 5,032 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SEI INVESTMENTS CO | -10,834 | -4.7% | 218,541 |
| Invera Wealth Advisors, LLC | -7,783 | -7.3% | 98,999 |
| Optas, LLC | -5,021 | -56.5% | 3,867 |
| Atlantic Private Wealth, LLC | -3,819 | -11.3% | 29,966 |
| Belpointe Asset Management LLC | -2,590 | -38.6% | 4,128 |
| MCCARTER PRIVATE WEALTH SERVICES LL | -2,590 | -38.6% | 4,128 |
| Fortis Capital Advisors, LLC | -2,590 | -38.6% | 4,128 |
| Balanced Rock Investment Advisors L | -2,326 | -5.3% | 41,421 |
| KWB Wealth | -2,185 | -36.4% | 3,823 |
| Modern Wealth Management, LLC | -1,911 | -24.2% | 5,998 |
| Robertson Stephens Wealth Managemen | -1,326 | -4.3% | 29,447 |
| Longview Financial Advisors LLC | -752 | -39.4% | 1,159 |
| SUMMIT WEALTH GROUP LLC / CO | -634 | -7.7% | 7,621 |
| Walkner Condon Financial Advisors L | -422 | -1.7% | 24,689 |
| Stewardship Advisors, LLC | -353 | -8.1% | 3,989 |
| Abacus Planning Group, Inc. | -349 | -4.9% | 6,709 |
| Cetera Investment Advisers | -253 | -5.0% | 4,812 |
| Timmons Wealth Management, LLC | -75 | -13.9% | 464 |
| PENSION & WEALTH MANAGEMENT ADVISOR | -31 | -8.1% | 351 |
| NBT BANK, N.A. | -10 | -0.4% | 2,557 |