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 227 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $710 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
29,738
shares
|
$2.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 37.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
29,439
shares
|
$2.04 Million
0.02% of portfolio
|
Q4 2024
Added 14.49%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
28,565
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
28,506
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
27,647
shares
|
$1.91 Million
0.41% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
26,297
shares
|
$1.82 Million
0.12% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
24,703
shares
|
$1.71 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
22,327
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
22,121
shares
|
$1.53 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
22,095
shares
|
$1.53 Million
0.29% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
22,039
shares
|
$1.52 Million
0.48% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
21,968
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Added 77.89%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
21,602
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2022
Added 22.64%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
20,425
shares
|
$1.41 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
19,450
shares
|
$1.34 Million
0.27% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
18,163
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
17,880
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
17,186
shares
|
$1.19 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
16,554
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
16,170
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
16,034
shares
|
$1.11 Million
0.1% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,763
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
15,601
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
15,509
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 1998.65%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
15,197
shares
|
$1.05 Million
0.12% of portfolio
|
Q4 2024
Added 15.76%
|