Institutional Ownership Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF). We have compiled data on the 244 institutions that hold shares in the stock, with a total of 8.66 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
15,771
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Added 62.34%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,763
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
15,597
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
14,382
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
13,395
shares
|
$991,230
0.19% of portfolio
|
Q2 2025
Added 163.63%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
13,266
shares
|
$981,684
0.67% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,209
shares
|
$977,466
0.0% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
13,116
shares
|
$970,584
0.4% of portfolio
|
Q2 2025
Added 23.85%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
12,800
shares
|
$947,200
0.0% of portfolio
|
Q4 2024
Reduced 36.0%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
12,428
shares
|
$919,672
0.07% of portfolio
|
Q2 2025
Added 16.31%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
12,290
shares
|
$909,460
0.04% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
11,942
shares
|
$883,708
0.0% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
11,658
shares
|
$862,692
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
11,537
shares
|
$853,738
0.39% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
11,528
shares
|
$853,072
0.07% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
11,182
shares
|
$827,468
0.31% of portfolio
|
Q2 2025
Reduced 50.6%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
11,067
shares
|
$818,958
0.3% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
10,896
shares
|
$806,304
0.08% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
10,886
shares
|
$805,564
0.02% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
10,785
shares
|
$798,090
0.07% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,569
shares
|
$782,106
0.05% of portfolio
|
Q4 2023
Reduced 5.68%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,322
shares
|
$763,828
0.32% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
10,263
shares
|
$759,462
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,044
shares
|
$743,256
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
9,797
shares
|
$724,978
0.15% of portfolio
|
Q2 2025
Reduced 8.03%
|