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 216 institutions that hold shares in the stock, with a total of 8.76 Million shares, which have been reported (via 13F filing form) to have a value of $590 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,807
shares
|
$593,327
0.06% of portfolio
|
Q3 2024
Added 21.39%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
8,622
shares
|
$580,864
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,536
shares
|
$575,070
0.01% of portfolio
|
Q3 2024
Added 33.73%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
8,340
shares
|
$561,865
0.1% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
8,307
shares
|
$559,642
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
8,184
shares
|
$551,356
0.2% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
8,168
shares
|
$550,278
0.03% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
7,816
shares
|
$526,563
0.11% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
7,649
shares
|
$515,313
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,559
shares
|
$509,249
0.02% of portfolio
|
Q3 2024
Added 32.5%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
7,509
shares
|
$505,881
0.04% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
7,489
shares
|
$504,533
0.02% of portfolio
|
Q3 2024
Added 24.96%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,898
shares
|
$464,718
0.03% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,872
shares
|
$462,966
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,594
shares
|
$444,237
0.11% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
6,580
shares
|
$443,294
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
6,375
shares
|
$429,483
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,374
shares
|
$429,416
0.03% of portfolio
|
Q3 2024
Added 36.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
6,310
shares
|
$425,104
0.01% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,187
shares
|
$416,818
0.01% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
6,139
shares
|
$413,584
0.04% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
6,127
shares
|
$412,775
0.03% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
6,004
shares
|
$404,489
0.32% of portfolio
|
Q4 2024
Added 27.74%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,699
shares
|
$383,941
0.11% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,670
shares
|
$381,987
0.11% of portfolio
|
Q4 2024
Added 33.85%
|