Ishares ESG ADV Msci EM ETF (EMXF)

CUSIP: 46436E742 | NYSE | 111 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Bailard, Inc.131,389

0.2% of portfolio$7.5M

Invera Wealth Advisors, LLC104,753

3.1% of portfolio$6.0M

Values Added Financial LLC99,448

2.0% of portfolio$5.7M

Robertson Stephens Wealth Management, LLC29,447

0.0% of portfolio$1.7M

Walkner Condon Financial Advisors LLC23,395

0.1% of portfolio$1.3M

Creative Planning22,523

0.0% of portfolio$1.3M

LPL Financial LLC11,626

0.0% of portfolio$665.6K

Gould Asset Management LLC10,820

0.1% of portfolio$619.4K

Cambridge Financial Group, LLC7,132

0.1% of portfolio$413.3K

Abacus Planning Group, Inc.6,709

0.0% of portfolio$384.1K

Summit Wealth Group LLC / Co6,594

0.0% of portfolio$377.5K

Asset Dedication, LLC6,552

0.0% of portfolio$375.1K

Savant Capital, LLC6,018

0.0% of portfolio$344.5K

Diversified Trust Co5,580

0.0% of portfolio$319.5K

Stewardship Advisors, LLC3,916

0.0% of portfolio$224.2K

Mccarter Private Wealth Services LLC3,728

0.1% of portfolio$213.4K

Biltmore Family Office, LLC2,862

0.0% of portfolio$163.9K

Farther Finance Advisors, LLC645

0.0% of portfolio$36.9K

Mather Group, Llc.470

0.0% of portfolio$26.9K

Pension & Wealth Management Advisors, Inc.351

0.0% of portfolio$20.1K

Balance Wealth Partners LLC288

0.0% of portfolio$16.5K

Triumph Capital Management115

0.0% of portfolio$6.6K

Wolff Wiese Magana LLC46

0.0% of portfolio$2.6K

Birchbrook, Inc.29

0.0% of portfolio$1.7K

				Style	Turnover	Location	Filed
Bailard, Inc.	131,389	$7.5M	0.2%	Growth	Medium	Foster City, CA	2026-10-13
Invera Wealth Advisors, LLC	104,753	$6.0M	3.1%	Growth	Medium	Bend, OR	2026-10-28
Values Added Financial LLC	99,448	$5.7M	2.0%	ETF	Low	Washington, DC	2026-10-28
Robertson Stephens Wealth Management, LLC	29,447	$1.7M	0.0%	ETF	Medium	San Francisco, CA	2026-10-16
Walkner Condon Financial Advisors LLC	23,395	$1.3M	0.1%	ETF	Low	Verona, WI	2026-11-02
Creative Planning	22,523	$1.3M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
LPL Financial LLC	11,626	$665.6K	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Gould Asset Management LLC	10,820	$619.4K	0.1%	ETF	Low	Claremont, CA	2026-11-06
Cambridge Financial Group, LLC	7,132	$413.3K	0.1%	ETF	Low	Tucson, AZ	2026-10-06
Abacus Planning Group, Inc.	6,709	$384.1K	0.0%	ETF	Low	Columbia, SC	2026-11-02
Summit Wealth Group LLC / Co	6,594	$377.5K	0.0%	ETF	High	Colorado Springs, CO	2026-10-29
Asset Dedication, LLC	6,552	$375.1K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Savant Capital, LLC	6,018	$344.5K	0.0%	Index	Very Low	Rockford, IL	2026-11-06
Diversified Trust Co	5,580	$319.5K	0.0%	Core	Low	Memphis, TN	2026-11-06
Stewardship Advisors, LLC	3,916	$224.2K	0.0%	ETF	Medium	Mount Joy, PA	2026-10-20
Mccarter Private Wealth Services LLC	3,728	$213.4K	0.1%	Core	Low	Boston, MA	2026-10-22
Biltmore Family Office, LLC	2,862	$163.9K	0.0%	Growth	Low	Charlotte, NC	2026-11-03
Farther Finance Advisors, LLC	645	$36.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Mather Group, Llc.	470	$26.9K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Pension & Wealth Management Advisors, Inc.	351	$20.1K	0.0%	ETF	Low	Waltham, MA	2026-10-16
Balance Wealth Partners LLC	288	$16.5K	0.0%	ETF	Medium	Worthington, OH	2026-10-27
Triumph Capital Management	115	$6.6K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Wolff Wiese Magana LLC	46	$2.6K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Birchbrook, Inc.	29	$1.7K	0.0%	ETF	Low	Bangor, ME	2026-10-14