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 |
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
9,797
shares
|
$724,978
0.01% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,728
shares
|
$719,872
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
9,609
shares
|
$711,066
0.01% of portfolio
|
Q2 2025
Added 47.45%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
9,503
shares
|
$703,222
0.08% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,497
shares
|
$702,778
0.0% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
9,348
shares
|
$691,752
0.02% of portfolio
|
Q1 2025
Reduced 22.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
9,171
shares
|
$678,654
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
9,155
shares
|
$677,470
0.02% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,075
shares
|
$671,550
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
9,063
shares
|
$670,662
0.0% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jul 21, 2025 Q2 2025 |
8,809
shares
|
$651,866
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
8,740
shares
|
$646,760
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,622
shares
|
$638,028
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,618
shares
|
$637,732
0.0% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
8,340
shares
|
$617,160
0.11% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
8,286
shares
|
$613,164
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
8,097
shares
|
$599,178
0.12% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,875
shares
|
$582,750
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,832
shares
|
$579,568
0.05% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,747
shares
|
$573,278
0.02% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
7,560
shares
|
$559,440
0.01% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,205
shares
|
$533,170
0.03% of portfolio
|
Q2 2025
Reduced 58.76%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
7,033
shares
|
$520,442
0.38% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,841
shares
|
$506,234
0.01% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
6,762
shares
|
$500,388
0.06% of portfolio
|
Q2 2025
Reduced 4.77%
|