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Disclosery

EMXF ISHARES TR

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EGSADVNCDMSCI EM (fund)

47 managers (47 13F filers) reported a position in EMXF shares at 2024-12-31, 852,344 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
47
13F filers
47
New
8
Added
18
Reduced
10
Sold out
3
Shares held by filers
852,344

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SEI INVESTMENTS COin group SEI INVESTMENTS CO144,761$5.4M0.01%+15,29413F-HRTimelineGroup
Invera Wealth Advisors, LLC115,140$4.4M4.36%+2,03213F-HRTimeline
BAILARD, INC.90,797$3.38M0.09%+3,90613F-HRTimeline
Balanced Rock Investment Advisors LLC63,168$2.35M1.86%-28,61413F-HRTimeline
RWA WEALTH PARTNERS, LLC57,673$2.15M0.03%+73913F-HRTimeline
Federation des caisses Desjardins du Qu…52,977$1.97M0.01%+11,96513F-HRTimeline
Values Added Financial LLC37,940$1.41M0.82%+4,75413F-HRTimeline
Walkner Condon Financial Advisors LLC35,907$1.34M0.27%+83313F-HRTimeline
Atlantic Private Wealth, LLC33,841$1.26M0.95%+213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC22,866$852K<0.01%-47513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,908$593K<0.01%new13F-HRTimelineGroup
Clarius Group, LLC13,356$498K0.03%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/13,025$485K0.1%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,479$465K<0.01%-89513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,689$398K<0.01%-55113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,623$396K<0.01%+15713F-HRTimelineGroup
Optas, LLC10,493$391K0.08%+77413F-HRTimeline
CW Advisors, LLC9,310$347K<0.01%+5513F-HRTimeline
Wade Financial Advisory, Inc8,646$322K0.11%-6513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,492$316K<0.01%+1813F-HRTimelineGroup
Ally Invest Advisors Inc.8,383$312K0.03%+36013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,783$290K<0.01%+2,59113F-HRTimelineGroup
Financial Insights, Inc.7,373$275K0.1%new13F-HRTimeline
Main Street Financial Solutions, LLC7,347$274K0.03%+93313F-HRTimeline
MAI Capital Management7,101$265K<0.01%new13F-HRTimeline
Abacus Planning Group, Inc.7,058$263K0.05%+20413F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC6,766$252K0.12%+34213F-HRTimeline
Asset Dedication, LLC6,552$244K0.02%-11013F-HRTimeline
Cambridge Financial Group, LLC6,552$244K0.1%-11013F-HRTimeline
Parkworth Wealth Management, Inc.4,953$185K0.15%13F-HRTimeline
Biltmore Family Office, LLC2,977$111K0.02%-5113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,262$84.3K0.01%013F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP2,209$82.3K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…2,168$80.8K<0.01%013F-HRTimeline
Longview Financial Advisors LLC2,044$76.2K0.05%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.725$27K<0.01%-18113F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.542$20.2K<0.01%new13F-HRTimeline
NorthRock Partners, LLC520$19.4K<0.01%013F-HR/ATimeline
UBS Group AGin group UBS Group AG388$14.5K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC227$8.46K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.199$7.42K<0.01%-513F-HRTimeline
BIRCHBROOK, INC.71$2.65K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC50$1.86K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$42<0.01%new13F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$37<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$31<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.