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 213 institutions that hold shares in the stock, with a total of 6.33 Million shares, which have been reported (via 13F filing form) to have a value of $484 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
1,265
shares
|
$96,620
0.01% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,224
shares
|
$93,489
0.0% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,175
shares
|
$89,746
0.0% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,148
shares
|
$87,684
0.01% of portfolio
|
Q3 2025
Reduced 44.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
987
shares
|
$75,387
0.0% of portfolio
|
Q3 2025
Reduced 36.61%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
939
shares
|
$71,720
0.0% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
904
shares
|
$69,047
0.0% of portfolio
|
Q3 2025
Reduced 70.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
840
shares
|
$64,159
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
769
shares
|
$58,736
0.01% of portfolio
|
Q4 2025
Added 1.72%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
679
shares
|
$51,862
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
678
shares
|
$51,785
0.02% of portfolio
|
Q2 2025
Reduced 24.16%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
664
shares
|
$50,716
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
635
shares
|
$48,501
0.0% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
578
shares
|
$44,147
0.01% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
516
shares
|
$39,412
0.01% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
515
shares
|
$39,335
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
344
shares
|
$26,274
0.0% of portfolio
|
Q3 2025
Reduced 29.94%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
255
shares
|
$19,476
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
254
shares
|
$19,400
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
247
shares
|
$18,865
0.01% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
220
shares
|
$16,803
0.0% of portfolio
|
Q3 2025
Reduced 88.02%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
197
shares
|
$15,046
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
166
shares
|
$12,679
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
138
shares
|
$10,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
130
shares
|
$9,929
0.0% of portfolio
|
Q1 2025
New holding
|
|