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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
925
shares
|
$63,945
0.0% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
847
shares
|
$58,553
0.0% of portfolio
|
Q4 2024
Added 57.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
840
shares
|
$58,069
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
793
shares
|
$54,820
0.02% of portfolio
|
Q3 2024
Added 23.71%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
782
shares
|
$54,059
0.01% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
743
shares
|
$51,363
0.01% of portfolio
|
Q4 2024
Added 22.41%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
679
shares
|
$46,939
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
578
shares
|
$39,957
0.01% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
510
shares
|
$35,256
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
505
shares
|
$34,910
0.0% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
470
shares
|
$32,491
0.0% of portfolio
|
Q3 2022
Added 141.03%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
383
shares
|
$26,476
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
367
shares
|
$25,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
310
shares
|
$21,430
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
303
shares
|
$20,946
0.0% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
219
shares
|
$15,139
0.01% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
197
shares
|
$13,618
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
166
shares
|
$11,475
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
162
shares
|
$11,199
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$6,913
0.0% of portfolio
|
Q4 2024
Reduced 95.57%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
84
shares
|
$5,806
0.0% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
78
shares
|
$5,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
60
shares
|
$4,147
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
41
shares
|
$2,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
35
shares
|
$2,419
0.0% of portfolio
|
Q4 2020
Added 11.43%
|