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Disclosery

EMXF ISHARES TR

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EGSADVNCDMSCI EM (fund)

60 managers (60 13F filers) reported a position in EMXF shares at 2026-03-31, 1,090,966 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
60
13F filers
60
New
7
Added
14
Reduced
19
Sold out
5
Shares held by filers
1,090,966

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 CO229,375$11M0.01%+5,52213F-HRTimelineGroup
BAILARD, INC.126,515$6.05M0.14%+14,12413F-HRTimeline
Invera Wealth Advisors, LLC106,782$5.11M3.28%+76313F-HRTimeline
Values Added Financial LLC87,375$4.18M1.76%+7,19613F-HRTimeline
RWA WEALTH PARTNERS, LLC59,225$2.83M0.03%-67313F-HRTimeline
Balanced Rock Investment Advisors LLC43,747$2.09M1.47%-1,13913F-HRTimeline
Strategic Financial Planning, Inc.26,493$1.85M1.08%new13F-HRTimeline
Atlantic Private Wealth, LLC33,785$1.62M1.06%-11413F-HRTimeline
Robertson Stephens Wealth Management, L…30,773$1.47M0.04%+13,94113F-HRTimeline
Walkner Condon Financial Advisors LLC25,111$1.2M0.16%-36813F-HRTimeline
Plum Street Advisors, LLC23,411$1.12M0.39%-65713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC21,696$1.04M<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning21,327$1.02M<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC19,858$950K0.03%-19913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,434$737K<0.01%-1,24913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,346$734K<0.01%+49513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,792$612K<0.01%+3,95013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/12,550$600K0.1%-47513F-HRTimeline
Beacon Pointe Advisors, LLC10,694$512K<0.01%+1,40213F-HRTimeline
Ally Invest Advisors Inc.10,308$493K0.03%-33013F-HRTimeline
Haverford Trust Co9,856$472K<0.01%013F-HRTimeline
MAI Capital Management9,600$459K<0.01%+1,26013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,258$443K0.01%-27813F-HRTimelineGroup
Optas, LLC8,888$425K0.06%+3,61513F-HRTimeline
MML INVESTORS SERVICES, LLC8,779$420K<0.01%-4,04613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,255$395K0.04%-10413F-HRTimeline
Modern Wealth Management, LLC7,909$382K0.01%013F-HRTimeline
Cambridge Financial Group, LLC7,132$341K0.12%-39,28013F-HRTimeline
Abacus Planning Group, Inc.7,058$338K0.05%013F-HRTimeline
Belpointe Asset Management LLC6,718$321K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC6,718$321K0.04%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC6,718$321K0.14%+1,25013F-HRTimeline
Asset Dedication, LLC6,552$313K0.02%013F-HRTimeline
KWB Wealth6,008$280K0.03%-38113F-HRTimeline
LPL Financial LLC5,349$256K<0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO5,080$243K<0.01%013F-HRTimeline
Cetera Investment Advisers5,065$242K<0.01%-25913F-HRTimeline
Main Street Financial Solutions, LLC5,024$240K0.02%+28813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,845$232K<0.01%013F-HRTimelineGroup
Financially in Tune, LLC4,580$219K0.19%013F-HRTimeline
Stewardship Advisors, LLC4,342$208K0.05%+813F-HRTimeline
Biltmore Family Office, LLC2,877$138K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,567$123K0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,168$104K<0.01%013F-HRTimeline
RAELIPSKIE PARTNERSHIP2,159$103K0.04%013F-HRTimeline
Longview Financial Advisors LLC1,911$91.4K0.05%-2213F-HRTimeline
Smartleaf Asset Management LLC1,254$58K<0.01%013F-HRTimeline
Timmons Wealth Management, LLC539$25.8K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…382$18.3K0.01%-1513F-HRTimeline
Farther Finance Advisors, LLC210$10.1K<0.01%013F-HRTimeline
Triumph Capital Management115$5.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC112$5.38K<0.01%-313F-HRTimelineGroup
Aptus Capital Advisors, LLC100$4.78K<0.01%+2513F-HRTimeline
Advisory Services Network, LLC67$3.21K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53$2.45K<0.01%new13F-HR/ATimelineGroup
WOLFF WIESE MAGANA LLC46$2.2K<0.01%013F-HRTimeline
BIRCHBROOK, INC.43$2.06K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…30$1.44K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$63<0.01%-4,18913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$46<0.01%013F-HR/ATimelineGroup