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Disclosery

EMXF ISHARES TR

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EGSADVNCDMSCI EM (fund)

48 managers (48 13F filers) reported a position in EMXF shares at 2025-03-31, 867,085 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
48
13F filers
48
New
7
Added
15
Reduced
12
Sold out
5
Shares held by filers
867,085

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 CO170,404$6.52M0.01%+25,64313F-HR/ATimelineGroup
Invera Wealth Advisors, LLC112,737$4.31M2.79%-2,40313F-HR/ATimeline
BAILARD, INC.103,644$3.96M0.1%+12,84713F-HRTimeline
Balanced Rock Investment Advisors LLC57,214$2.19M1.74%-5,95413F-HRTimeline
RWA WEALTH PARTNERS, LLC55,453$2.12M0.03%-2,22013F-HRTimeline
Values Added Financial LLC39,489$1.51M0.84%+1,54913F-HRTimeline
Walkner Condon Financial Advisors LLC36,654$1.4M0.28%+74713F-HRTimeline
Atlantic Private Wealth, LLC33,857$1.29M0.96%+1613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC22,866$874K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,809$681K<0.01%+9,31713F-HR/ATimelineGroup
SageView Advisory Group, LLC17,178$657K0.03%new13F-HRTimeline
Plum Street Advisors, LLC16,410$628K0.3%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/13,025$498K0.1%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,562$480K<0.01%-3,34613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC11,159$427K<0.01%+47013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,931$418K<0.01%-1,54813F-HRTimelineGroup
Optas, LLC10,750$411K0.07%+25713F-HRTimeline
CW Advisors, LLC10,573$404K<0.01%+1,26313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,262$392K<0.01%-36113F-HRTimelineGroup
Ally Invest Advisors Inc.9,629$368K0.03%+1,24613F-HRTimeline
Wade Financial Advisory, Inc8,613$329K0.11%-3313F-HRTimeline
Modern Wealth Management, LLC8,183$313K0.01%new13F-HR/ATimeline
MAI Capital Management7,635$292K<0.01%+53413F-HRTimeline
Main Street Financial Solutions, LLC7,448$285K0.02%+10113F-HRTimeline
Abacus Planning Group, Inc.7,058$270K0.05%013F-HRTimeline
Haverford Trust Co6,876$263K<0.01%new13F-HRTimeline
Ethic Inc.6,663$256K0.01%new13F-HRTimeline
Asset Dedication, LLC6,552$251K0.02%013F-HRTimeline
Cambridge Financial Group, LLC6,552$251K0.11%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,458$247K<0.01%-1,32513F-HRTimelineGroup
Parkworth Wealth Management, Inc.4,955$189K0.15%+213F-HRTimeline
Biltmore Family Office, LLC2,877$110K0.02%-10013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,262$86.5K0.01%013F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP2,209$84.5K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…2,168$82.9K<0.01%013F-HRTimeline
Longview Financial Advisors LLC2,044$78.2K0.05%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,025$77.4K<0.01%+1,30013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,750$66.9K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…637$24.4K<0.01%-52,34013F-HRTimeline
Physician Wealth Advisors, Inc.587$22.4K<0.01%+4513F-HRTimeline
NorthRock Partners, LLC520$19.9K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC172$6.58K<0.01%-5513F-HRTimeline
Smartleaf Asset Management LLC140$5.35K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC50$1.86K<0.01%013F-HRTimelineGroup
BIRCHBROOK, INC.43$1.65K<0.01%-2813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$39<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.