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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 2025-06-30, 917,524 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
48
13F filers
48
New
5
Added
14
Reduced
15
Sold out
4
Shares held by filers
917,524

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CO190,014$8.15M0.01%+19,61013F-HRTimelineGroup
Invera Wealth Advisors, LLC110,345$4.73M3.09%-2,39213F-HRTimeline
BAILARD, INC.110,097$4.72M0.11%+6,45313F-HRTimeline
RWA WEALTH PARTNERS, LLC62,692$2.69M0.03%+7,23913F-HRTimeline
Values Added Financial LLC61,317$2.63M1.27%+21,82813F-HRTimeline
Balanced Rock Investment Advisors LLC46,070$1.98M1.55%-11,14413F-HRTimeline
Atlantic Private Wealth, LLC33,886$1.45M0.97%+2913F-HRTimeline
Walkner Condon Financial Advisors LLC32,755$1.4M0.26%-3,89913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC22,866$980K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC19,852$857K0.03%+2,67413F-HRTimeline
Robertson Stephens Wealth Management, L…16,832$722K0.03%new13F-HRTimeline
Plum Street Advisors, LLC16,380$702K0.31%-3013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/13,025$558K0.11%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,347$529K<0.01%+2,08513F-HRTimelineGroup
CW Advisors, LLC11,916$511K<0.01%+1,34313F-HRTimeline
MML INVESTORS SERVICES, LLC11,461$491K<0.01%+30213F-HRTimeline
OLD MISSION CAPITAL LLC11,230$481K0.01%new13F-HRTimeline
Ally Invest Advisors Inc.11,175$479K0.04%+1,54613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,109$477K<0.01%-6,70013F-HR/ATimelineGroup
Optas, LLC10,852$465K0.09%+10213F-HRTimeline
Haverford Trust Co9,856$423K<0.01%+2,98013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,761$419K<0.01%-1,17013F-HRTimelineGroup
Modern Wealth Management, LLC7,927$340K0.01%-25613F-HR/ATimeline
MAI Capital Management7,416$318K<0.01%-21913F-HRTimeline
Main Street Financial Solutions, LLC7,128$306K0.02%-32013F-HRTimeline
Abacus Planning Group, Inc.7,058$303K0.05%013F-HR/ATimeline
Asset Dedication, LLC6,552$281K0.02%013F-HRTimeline
Cambridge Financial Group, LLC6,552$281K0.11%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,336$272K<0.01%-6,22613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,195$266K<0.01%-26313F-HRTimelineGroup
DIVERSIFIED TRUST CO5,080$218K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.4,951$212K0.15%-413F-HRTimeline
Biltmore Family Office, LLC2,877$123K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,262$97K0.01%013F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP2,209$94.7K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…2,168$93K<0.01%013F-HRTimeline
Longview Financial Advisors LLC2,044$87.6K0.05%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,034$87.2K<0.01%+913F-HR/ATimelineGroup
Smartleaf Asset Management LLC1,254$53.4K<0.01%+1,11413F-HRTimeline
UBS Group AGin group UBS Group AG791$33.9K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.582$25K<0.01%-513F-HRTimeline
GPS Wealth Strategies Group, LLC172$7.38K<0.01%013F-HRTimeline
BIRCHBROOK, INC.43$1.84K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…30$1.29K<0.01%-60713F-HRTimeline
WOLFF WIESE MAGANA LLC24$1.03K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$54<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$00%-113F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.