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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
3,019
shares
|
$208,703
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,934
shares
|
$202,827
0.01% of portfolio
|
Q4 2024
Added 16.71%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
2,746
shares
|
$189,830
0.03% of portfolio
|
Q4 2024
Reduced 33.35%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,583
shares
|
$178,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,572
shares
|
$177,802
0.01% of portfolio
|
Q1 2021
Reduced 98.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,502
shares
|
$172,963
0.01% of portfolio
|
Q4 2024
Added 616.91%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
2,500
shares
|
$172,825
0.03% of portfolio
|
Q1 2024
Reduced 78.31%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
2,416
shares
|
$167,018
0.09% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,373
shares
|
$164,045
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
2,351
shares
|
$162,524
0.04% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
2,238
shares
|
$154,712
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,157
shares
|
$149,113
0.01% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,157
shares
|
$149,113
0.01% of portfolio
|
Q4 2024
Added 36.78%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,958
shares
|
$135,356
0.0% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,944
shares
|
$134,388
0.02% of portfolio
|
Q4 2024
Added 189.72%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,869
shares
|
$129,203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
1,439
shares
|
$99,478
0.05% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,422
shares
|
$98,302
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
1,403
shares
|
$96,989
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,390
shares
|
$96,090
0.01% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,350
shares
|
$93,325
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,148
shares
|
$79,361
0.01% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,121
shares
|
$77,494
0.0% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
1,115
shares
|
$77,079
0.0% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
939
shares
|
$64,913
0.0% of portfolio
|
Q4 2022
Added 0.54%
|