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 |
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,000
shares
|
$296,000
0.02% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,937
shares
|
$291,338
0.02% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
3,934
shares
|
$291,116
0.21% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,886
shares
|
$287,564
0.02% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
3,884
shares
|
$287,416
0.07% of portfolio
|
Q2 2025
Added 19.69%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
3,867
shares
|
$286,158
0.13% of portfolio
|
Q2 2025
Reduced 33.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,849
shares
|
$284,826
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,767
shares
|
$278,758
0.01% of portfolio
|
Q2 2025
Added 40.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
3,714
shares
|
$274,836
0.0% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
3,694
shares
|
$273,356
0.26% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
3,671
shares
|
$271,654
0.11% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,635
shares
|
$268,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
3,600
shares
|
$266,400
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
3,582
shares
|
$265,068
0.09% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,576
shares
|
$264,624
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,523
shares
|
$260,702
0.41% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
3,476
shares
|
$257,224
0.01% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
3,460
shares
|
$256,040
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,358
shares
|
$248,492
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,301
shares
|
$244,274
0.0% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
3,255
shares
|
$240,870
0.14% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,119
shares
|
$230,806
0.06% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,112
shares
|
$230,288
0.01% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,045
shares
|
$225,330
0.0% of portfolio
|
Q2 2025
Added 1363.94%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
3,013
shares
|
$222,962
0.04% of portfolio
|
Q2 2025
New holding
|