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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
9,850
shares
|
$680,930
0.02% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
9,441
shares
|
$652,656
0.02% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
9,417
shares
|
$650,997
0.05% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,385
shares
|
$648,785
0.0% of portfolio
|
Q4 2024
Reduced 32.65%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
9,063
shares
|
$626,525
0.0% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
8,863
shares
|
$612,699
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,749
shares
|
$604,818
0.02% of portfolio
|
Q4 2024
Added 1857.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
8,704
shares
|
$601,707
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
8,622
shares
|
$596,038
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
8,340
shares
|
$576,544
0.1% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,308
shares
|
$574,332
0.03% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
8,307
shares
|
$574,262
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,300
shares
|
$573,779
0.12% of portfolio
|
Q4 2024
Added 25.87%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
8,184
shares
|
$565,759
0.2% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
8,168
shares
|
$564,653
0.03% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
7,816
shares
|
$540,320
0.11% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,815
shares
|
$540,250
0.02% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
7,689
shares
|
$531,540
0.03% of portfolio
|
Q4 2024
Added 20.63%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
6,963
shares
|
$481,352
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,872
shares
|
$475,061
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
6,700
shares
|
$463,170
0.04% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
6,580
shares
|
$454,875
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,546
shares
|
$452,524
0.0% of portfolio
|
Q4 2024
Added 105.2%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
6,440
shares
|
$445,197
0.39% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
6,375
shares
|
$440,703
0.07% of portfolio
|
Q4 2024
New holding
|