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 |
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
6,423
shares
|
$475,302
0.13% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,387
shares
|
$472,638
0.0% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,358
shares
|
$470,492
0.03% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
6,356
shares
|
$470,344
0.23% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,251
shares
|
$462,574
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
6,054
shares
|
$447,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
6,033
shares
|
$446,442
0.21% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,925
shares
|
$438,450
0.08% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,865
shares
|
$434,010
0.01% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
5,673
shares
|
$419,802
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
5,573
shares
|
$412,402
0.15% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
5,404
shares
|
$399,896
0.11% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,291
shares
|
$391,534
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
5,239
shares
|
$387,686
0.05% of portfolio
|
Q2 2025
Added 55.28%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
5,176
shares
|
$383,024
0.06% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,029
shares
|
$372,146
0.0% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,819
shares
|
$356,606
0.01% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
4,804
shares
|
$355,496
0.12% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,777
shares
|
$353,498
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
4,703
shares
|
$348,022
0.28% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,589
shares
|
$339,586
0.16% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,511
shares
|
$333,814
0.17% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,392
shares
|
$325,008
0.0% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,045
shares
|
$299,330
0.01% of portfolio
|
Q2 2025
Added 21.22%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,043
shares
|
$299,182
0.06% of portfolio
|
Q2 2024
Added 0.57%
|