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 |
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
1,439
shares
|
$106,486
0.05% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,422
shares
|
$105,228
0.25% of portfolio
|
Q2 2022
New holding
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
1,265
shares
|
$93,610
0.01% of portfolio
|
Q1 2025
Added 13.45%
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,261
shares
|
$93,314
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,224
shares
|
$90,576
0.0% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,181
shares
|
$87,394
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,175
shares
|
$86,950
0.0% of portfolio
|
Q2 2025
Added 4.82%
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,131
shares
|
$83,694
0.0% of portfolio
|
Q1 2025
Reduced 42.24%
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,024
shares
|
$75,776
0.01% of portfolio
|
Q2 2025
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
939
shares
|
$69,486
0.0% of portfolio
|
Q4 2022
Added 0.54%
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
905
shares
|
$66,970
0.02% of portfolio
|
Q2 2025
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
840
shares
|
$62,160
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
743
shares
|
$54,982
0.01% of portfolio
|
Q4 2024
Added 22.41%
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
679
shares
|
$50,246
0.0% of portfolio
|
Q4 2021
New holding
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
678
shares
|
$50,172
0.02% of portfolio
|
Q2 2025
Reduced 24.16%
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
635
shares
|
$46,990
0.0% of portfolio
|
Q2 2025
Added 35.11%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
578
shares
|
$42,772
0.01% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
516
shares
|
$38,184
0.01% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
515
shares
|
$38,110
0.02% of portfolio
|
Q2 2025
New holding
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
491
shares
|
$36,334
0.0% of portfolio
|
Q2 2025
Reduced 55.24%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
402
shares
|
$29,748
0.0% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
259
shares
|
$19,166
0.02% of portfolio
|
Q1 2025
Reduced 38.33%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
255
shares
|
$18,870
0.01% of portfolio
|
Q2 2025
New holding
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
249
shares
|
$18,426
0.01% of portfolio
|
Q1 2025
Reduced 34.99%
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
247
shares
|
$18,278
0.01% of portfolio
|
Q2 2025
Reduced 4.26%
|