iShares ESG Advanced MSCI EM

EMXF • NASDAQ

iShares ESG Advanced MSCI EM is an exchange-traded fund on NASDAQ. As of Q3 2025, 47 institutional investors hold shares in this ETF, with total holdings valued at $44.1M. SEI INVESTMENTS CO is the largest holder with a position valued at $9.7M.

Overview

Overview of institutional ownership in EMXF as of Q3 2025

All Institutions

Institutions: 47
Value Held: $44.1M
Shares Held: 973.1K
Avg Position: $937.3K
Median Position: $356.1K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in EMXF as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
S SEI INVESTMENTS CO Institution	-	$9.7M 0.01% of portfolio	213.2K shares	Q1 2024 Held for 1y 8m	$93.0B
BAILARD, INC. RIA/Wealth	Sonya Thadhani Mughal CEO	$5.1M 0.11% of portfolio	112.9K shares	Q4 2023 Held for 1y 11m	$4.5B
Invera Wealth Advisors, LLC RIA/Wealth	Shenandoah Sampson CIO	$4.9M 3.02% of portfolio	108.4K shares	Q4 2023 Held for 1y 11m	$162.2M
Values Added Financial LLC RIA/Wealth	Zachary Teutsch Managing Partner	$3.5M 1.54% of portfolio	76.6K shares	Q2 2023 Held for 2y 5m	$224.9M
Adviser Investments LLC Family Office	Michelle Ann Knight CEO	$2.8M 0.03% of portfolio	62.8K shares	Q4 2023 Held for 1y 11m	$8.8B
Balanced Rock Investment Advisor RIA/Wealth	Daniel Maclay Flannery President	$2.0M 1.51% of portfolio	44.6K shares	Q4 2023 Held for 1y 11m	$133.8M
Atlantic Private Wealth, LLC RIA/Wealth	Jessica J Roeper CCO	$1.5M 1.01% of portfolio	33.9K shares	Q4 2021 Held for 3y 11m	$152.5M
O OLD MISSION CAPITAL LLC Institution	-	$1.5M 0.06% of portfolio	33.3K shares	Q2 2025 Held for 5 months	$2.4B
Walkner Condon Financial Advisors LLC RIA/Wealth	Nathan Michael Condon Managing Partner	$1.1M 0.17% of portfolio	24.1K shares	Q1 2022 Held for 3y 8m	$630.9M
LAZARD ASSET MANAGEMENT LLC Long Only Manager	Evan Lawrence Russo CEO	$1.0M 0.00% of portfolio	22.9K shares	Q3 2023 Held for 2y 2m	$74.1B

Net Capital Flow

Institutional buying and selling activity for EMXF in Q3 2025

Traded: +$3.7M
Buyers: 23
Sellers: 9
Total Bought: +$4.7M
Total Sold: −$977.5K
Avg Position: $917.8K

Biggest Buyers

Institution	Net Bought	Current Position
S SEI INVESTMENTS CO Institution	+$1.1M +23.2K shares	$9.7M 213.2K shares
O OLD MISSION CAPITAL LLC Institution	+$1.0M +22.1K shares	$1.5M 33.3K shares
Values Added Financial LLC RIA/Wealth	+$691.5K +15.3K shares	$3.5M 76.6K shares
A Advisor Group Holdings, Inc. Institution	+$562.5K +12.5K shares	$654.3K 14.5K shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$394.6K +8.7K shares	$394.6K 8.7K shares
Cetera Investment Advisers RIA/Wealth	+$246.5K +5.4K shares	$246.5K 5.4K shares
Savant Capital, LLC RIA/Wealth	+$214.3K +4.7K shares	$214.3K 4.7K shares
MORGAN STANLEY RIA/Wealth	+$141.8K +3.1K shares	$141.9K 3.1K shares
BAILARD, INC. RIA/Wealth	+$125.0K +2.8K shares	$5.1M 112.9K shares
Pathstone Holdings, LLC Family Office	+$93.3K +2.1K shares	$535.2K 11.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Walkner Condon Financial Advisors LLC RIA/Wealth	−$392.6K −8.7K shares	$1.1M 24.1K shares
Optas, LLC RIA/Wealth	−$249.3K −5.5K shares	$242.0K 5.3K shares
Invera Wealth Advisors, LLC RIA/Wealth	−$88.1K −1.9K shares	$4.9M 108.4K shares
GOLDMAN SACHS GROUP INC Institution	−$70.1K −1.5K shares	$216.7K 4.8K shares
Balanced Rock Investment Advisor RIA/Wealth	−$66.0K −1.5K shares	$2.0M 44.6K shares
R ROYAL BANK OF CANADA Institution	−$51.6K −1.1K shares	$451.4K 10.0K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$36.0K −796.0 shares	$523.0K 11.6K shares
NorthRock Partners, LLC RIA/Wealth	−$22.3K −520.0 shares	Sold Off 0 shares
Modern Wealth Management, LLC RIA/Wealth	−$1.5K −33.0 shares	$357.4K 7.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EMXF in Q3 2025

New Positions: 4
New Value: $860.6K
Exited Positions: 1
Exited Value: $22.3K

New Positions

Institution	Position Value
Beacon Pointe Advisors, LLC RIA/Wealth	$394.6K 8.7K shares
Cetera Investment Advisers RIA/Wealth	$246.5K 5.4K shares
Savant Capital, LLC RIA/Wealth	$214.3K 4.7K shares
Triumph Capital Management RIA/Wealth	$5.2K 115.0 shares

Exited Positions

Institution	Previous Position
NorthRock Partners, LLC RIA/Wealth	$22.3K 520.0 shares

Options Activity

Institutions with the largest Call and Put options positions in EMXF as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EMXF as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Invera Wealth Advisors, LLC RIA/Wealth	Shenandoah Sampson CIO	3.02% $4.9M	108.4K shares	Q4 2023 Held for 1y 11m	$162.2M
Values Added Financial LLC RIA/Wealth	Zachary Teutsch Managing Partner	1.54% $3.5M	76.6K shares	Q2 2023 Held for 2y 5m	$224.9M
Balanced Rock Investment Advisor RIA/Wealth	Daniel Maclay Flannery President	1.51% $2.0M	44.6K shares	Q4 2023 Held for 1y 11m	$133.8M
Atlantic Private Wealth, LLC RIA/Wealth	Jessica J Roeper CCO	1.01% $1.5M	33.9K shares	Q4 2021 Held for 3y 11m	$152.5M
Plum Street Advisors, LLC RIA/Wealth	James Stuart Annett Osborn Partner	0.29% $747.9K	16.5K shares	Q1 2025 Held for 8 months	$259.0M
Walkner Condon Financial Advisors LLC RIA/Wealth	Nathan Michael Condon Managing Partner	0.17% $1.1M	24.1K shares	Q1 2022 Held for 3y 8m	$630.9M
BAILARD, INC. RIA/Wealth	Sonya Thadhani Mughal CEO	0.11% $5.1M	112.9K shares	Q4 2023 Held for 1y 11m	$4.5B
GOULD ASSET MANAGEMENT LLC /CA/ RIA/Wealth	Donald Paul Gould President	0.11% $589.7K	13.0K shares	Q1 2023 Held for 2y 8m	$538.3M
O OLD MISSION CAPITAL LLC Institution	-	0.06% $1.5M	33.3K shares	Q2 2025 Held for 5 months	$2.4B
R RAELIPSKIE PARTNERSHIP Institution	-	0.05% $100.0K	2.2K shares	Q4 2023 Held for 1y 11m	$202.3M