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Ishares ESG ADV Msci EM ETF (EMXF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Bailard, Inc.
DECREASED
Shares131,389 from 133,396
Change-2,007 (-1%)
Value$7.5M (-$207.6K)
Filed 2026-10-13
Invera Wealth Advisors, LLC
INCREASED
Shares104,753 from 98,999
Change+5,754 (+6%)
Value$6.0M (+$260.6K)
Filed 2026-10-28
Values Added Financial LLC
INCREASED
Shares99,448 from 92,810
Change+6,638 (+7%)
Value$5.7M (+$315.5K)
Filed 2026-10-28
Atlantic Private Wealth, LLC
UNCHANGED
Shares29,966 from 29,966
Change0 (0%)
Value$1.7M (-$20.8K)
Filed 2026-11-09
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares29,447 from 29,447
Change0 (0%)
Value$1.7M (-$20.5K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED
Shares23,395 from 24,689
Change-1,294 (-5%)
Value$1.3M (-$91.2K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares22,523 from 21,457
Change+1,066 (+5%)
Value$1.3M (+$46.1K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares11,626 from 8,490
Change+3,136 (+37%)
Value$665.6K (+$173.6K)
Filed 2026-11-06
Gould Asset Management LLC
DECREASED
Shares10,820 from 12,550
Change-1,730 (-14%)
Value$619.4K (-$107.8K)
Filed 2026-11-06
Cambridge Financial Group, LLC
UNCHANGED
Shares7,132 from 7,132
Change0 (0%)
Value$413.3K ($0)
Filed 2026-10-06
Abacus Planning Group, Inc.
UNCHANGED
Shares6,709 from 6,709
Change0 (0%)
Value$384.1K (-$4.7K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
DECREASED
Shares6,594 from 7,621
Change-1,027 (-13%)
Value$377.5K (-$64.1K)
Filed 2026-10-29
Asset Dedication, LLC
UNCHANGED
Shares6,552 from 6,552
Change0 (0%)
Value$375.1K (-$4.6K)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares6,018 from 5,218
Change+800 (+15%)
Value$344.5K (+$42.6K)
Filed 2026-11-06
Diversified Trust Co
INCREASED
Shares5,580 from 5,080
Change+500 (+10%)
Value$319.5K (+$25.1K)
Filed 2026-11-06
Stewardship Advisors, LLC
DECREASED
Shares3,916 from 3,989
Change-73 (-2%)
Value$224.2K (-$7.0K)
Filed 2026-10-20
Optas, LLC
DECREASED
Shares3,850 from 3,867
Change-17 (0%)
Value$220.4K (-$3.7K)
Filed 2026-11-09
Mccarter Private Wealth Services LLC
DECREASED
Shares3,728 from 4,128
Change-400 (-10%)
Value$213.4K (-$25.8K)
Filed 2026-10-22
Fortis Capital Advisors, LLC
DECREASED
Shares3,728 from 4,128
Change-400 (-10%)
Value$213.4K (-$25.8K)
Filed 2026-11-09
Belpointe Asset Management LLC
DECREASED
Shares3,728 from 4,128
Change-400 (-10%)
Value$213.4K (-$25.8K)
Filed 2026-11-09
Biltmore Family Office, LLC
DECREASED
Shares2,862 from 2,877
Change-15 (-1%)
Value$163.9K (-$2.9K)
Filed 2026-11-03
Nuveen, LLC
NEW
Shares1,080
Change+1,080
Value$62.3K
Filed 2026-11-10
IFG Advisory, LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$55.0K (-$666)
Filed 2026-11-09
Farther Finance Advisors, LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$36.9K (-$448)
Filed 2026-10-08
Mather Group, Llc.
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$26.9K (-$326)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$20.1K (-$244)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares288
Change+288
Value$16.5K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$6.6K (-$80)
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$2.6K (-$32)
Filed 2026-10-15
Birchbrook, Inc.
DECREASED
Shares29 from 43
Change-14 (-33%)
Value$1.7K (-$831)
Filed 2026-10-14
KWB Wealth
CLOSED
Shares0 from 3,823
Change-3,823 (-100%)
Value$0 (-$221.5K)
Filed 2026-10-16
NBT Bank, N.A.
CLOSED
Shares0 from 2,557
Change-2,557 (-100%)
Value$0 (-$148.2K)
Filed 2026-10-21
Assetmark, Inc
CLOSED
Shares0 from 1,171
Change-1,171 (-100%)
Value$0 (-$66.9K)
Filed 2026-10-21
SEI Investments Co
N/A
Shares— from 218,541
Change-218,541 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 59,353
Change-59,353 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 41,421
Change-41,421 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 24,003
Change-24,003 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 21,696
Change-21,696 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 19,988
Change-19,988 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 16,964
Change-16,964 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,746
Change-16,746 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,425
Change-14,425 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 13,402
Change-13,402 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 12,946
Change-12,946 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,554
Change-10,554 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 10,498
Change-10,498 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,111
Change-10,111 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,016
Change-10,016 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,895
Change-9,895 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 9,856
Change-9,856 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 5,998
Change-5,998 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 751
Change-751 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
FMR LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 68
Change-68 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 30
Change-30 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bailard, Inc.
DECREASED131,389133,396-2,007-1%$7.7M$7.5M-$207.6K2026-10-13
Invera Wealth Advisors, LLC
INCREASED104,75398,999+5,754+6%$5.7M$6.0M+$260.6K2026-10-28
Values Added Financial LLC
INCREASED99,44892,810+6,638+7%$5.4M$5.7M+$315.5K2026-10-28
Atlantic Private Wealth, LLC
UNCHANGED29,96629,96600%$1.7M$1.7M-$20.8K2026-11-09
Robertson Stephens Wealth Management, LLC
UNCHANGED29,44729,44700%$1.7M$1.7M-$20.5K2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED23,39524,689-1,294-5%$1.4M$1.3M-$91.2K2026-11-02
Creative Planning
INCREASED22,52321,457+1,066+5%$1.2M$1.3M+$46.1K2026-11-02
LPL Financial LLC
INCREASED11,6268,490+3,136+37%$492.0K$665.6K+$173.6K2026-11-06
Gould Asset Management LLC
DECREASED10,82012,550-1,730-14%$727.2K$619.4K-$107.8K2026-11-06
Cambridge Financial Group, LLC
UNCHANGED7,1327,13200%$413.3K$413.3K$02026-10-06
Abacus Planning Group, Inc.
UNCHANGED6,7096,70900%$388.8K$384.1K-$4.7K2026-11-02
Summit Wealth Group LLC / Co
DECREASED6,5947,621-1,027-13%$441.6K$377.5K-$64.1K2026-10-29
Asset Dedication, LLC
UNCHANGED6,5526,55200%$379.7K$375.1K-$4.6K2026-11-03
Savant Capital, LLC
INCREASED6,0185,218+800+15%$302.0K$344.5K+$42.6K2026-11-06
Diversified Trust Co
INCREASED5,5805,080+500+10%$294.4K$319.5K+$25.1K2026-11-06
Stewardship Advisors, LLC
DECREASED3,9163,989-73-2%$231.1K$224.2K-$7.0K2026-10-20
Optas, LLC
DECREASED3,8503,867-170%$224.1K$220.4K-$3.7K2026-11-09
Mccarter Private Wealth Services LLC
DECREASED3,7284,128-400-10%$239.2K$213.4K-$25.8K2026-10-22
Fortis Capital Advisors, LLC
DECREASED3,7284,128-400-10%$239.2K$213.4K-$25.8K2026-11-09
Belpointe Asset Management LLC
DECREASED3,7284,128-400-10%$239.2K$213.4K-$25.8K2026-11-09
Biltmore Family Office, LLC
DECREASED2,8622,877-15-1%$166.7K$163.9K-$2.9K2026-11-03
Nuveen, LLC
NEW1,080—+1,080——$62.3K—2026-11-10
IFG Advisory, LLC
UNCHANGED96096000%$55.6K$55.0K-$6662026-11-09
Farther Finance Advisors, LLC
UNCHANGED64564500%$37.4K$36.9K-$4482026-10-08
Mather Group, Llc.
UNCHANGED47047000%$27.2K$26.9K-$3262026-10-14
Pension & Wealth Management Advisors, Inc.
UNCHANGED35135100%$20.4K$20.1K-$2442026-10-16
Balance Wealth Partners LLC
NEW288—+288——$16.5K—2026-10-27
Triumph Capital Management
UNCHANGED11511500%$6.7K$6.6K-$802026-10-14
Wolff Wiese Magana LLC
UNCHANGED464600%$2.7K$2.6K-$322026-10-15
Birchbrook, Inc.
DECREASED2943-14-33%$2.5K$1.7K-$8312026-10-14
KWB Wealth
CLOSED03,823-3,823-100%$221.5K$0-$221.5K2026-10-16
NBT Bank, N.A.
CLOSED02,557-2,557-100%$148.2K$0-$148.2K2026-10-21
Assetmark, Inc
CLOSED01,171-1,171-100%$66.9K$0-$66.9K2026-10-21
SEI Investments Co
N/A—218,541-218,541-100%$12.7M———
RWA Wealth Partners, LLC
N/A—59,353-59,353-100%$3.4M———
Balanced Rock Investment Advisors LLC
N/A—41,421-41,421-100%$2.4M———
Plum Street Advisors, LLC
N/A—24,003-24,003-100%$1.4M———
Lazard Asset Management LLC
N/A—21,696-21,696-100%$1.3M———
SageView Advisory Group, LLC
N/A—19,988-19,988-100%$1.2M———
Royal Bank of Canada
N/A—16,964-16,964-100%$984.0K———
Osaic Holdings, Inc.
N/A—16,746-16,746-100%$970.3K———
Beacon Pointe Advisors, LLC
N/A—14,425-14,425-100%$835.9K———
Fairlight Advisors
N/A—13,402-13,402-100%$776.6K———
Pathstone Holdings, LLC
N/A—12,946-12,946-100%$750.2K———
MML Investors Services, LLC
N/A—10,554-10,554-100%$611.6K———
Ally Invest Advisors Inc.
N/A—10,498-10,498-100%$608.3K———
Stratos Wealth Partners, Ltd.
N/A—10,111-10,111-100%$585.9K———
Brown Advisory Inc
N/A—10,016-10,016-100%$580.4K———
MAI Capital Management
N/A—9,895-9,895-100%$573.4K———
Haverford Trust Co
N/A—9,856-9,856-100%$571.1K———
Modern Wealth Management, LLC
N/A—5,998-5,998-100%$347.5K———
Main Street Financial Solutions, LLC
N/A—5,032-5,032-100%$291.6K———
Cetera Investment Advisers
N/A—4,812-4,812-100%$278.8K———
Envestnet Asset Management Inc
N/A—4,547-4,547-100%$263.5K———
Steward Partners Investment Advisory, LLC
N/A—2,168-2,168-100%$125.6K———
Raelipskie Partnership
N/A—2,159-2,159-100%$125.1K———
Smartleaf Asset Management LLC
N/A—1,254-1,254-100%$71.7K———
IMA Advisory Services, Inc.
N/A—1,160-1,160-100%$67.2K———
Longview Financial Advisors LLC
N/A—1,159-1,159-100%$67.2K———
Fiduciary Financial Advisors
N/A—751-751-100%$43.5K———
Timmons Wealth Management, LLC
N/A—464-464-100%$26.9K———
FMR LLC
N/A—110-110-100%$6.4K———
Aptus Capital Advisors, LLC
N/A—95-95-100%$5.5K———
JPMorgan Chase & Co
N/A—68-68-100%$3.9K———
Federation des caisses Desjardins du Quebec
N/A—30-30-100%$1.7K———
Anchor Bay Capital, Inc.
N/A—13-13-100%$733———
Wells Fargo & Company
N/A—1-1-100%$46———
Showing 67 of 67 institutions