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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,320
shares
|
$298,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,174
shares
|
$288,548
0.01% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
4,127
shares
|
$285,299
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,125
shares
|
$285,161
0.01% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,043
shares
|
$279,492
0.06% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
3,962
shares
|
$273,893
0.02% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
3,905
shares
|
$269,952
0.04% of portfolio
|
Q4 2024
Reduced 25.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,899
shares
|
$269,537
0.0% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,752
shares
|
$259,375
0.1% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
3,736
shares
|
$258,269
0.1% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
3,730
shares
|
$257,854
0.21% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,676
shares
|
$254,121
0.01% of portfolio
|
Q4 2024
Added 33.48%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,635
shares
|
$251,287
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,607
shares
|
$249,351
0.01% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
3,563
shares
|
$246,310
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,523
shares
|
$243,544
0.41% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
3,460
shares
|
$239,189
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
3,458
shares
|
$239,051
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,443
shares
|
$238,014
0.0% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,402
shares
|
$235,180
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
3,374
shares
|
$233,244
0.03% of portfolio
|
Q4 2024
Added 517.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
3,355
shares
|
$231,931
0.04% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
3,299
shares
|
$228,059
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
3,200
shares
|
$221,216
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,138
shares
|
$216,929
0.02% of portfolio
|
Q4 2024
Added 1.36%
|