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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$7,638
0.0% of portfolio
|
Q4 2024
Reduced 95.57%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
88
shares
|
$6,721
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
60
shares
|
$4,582
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
58
shares
|
$4,430
0.0% of portfolio
|
Q4 2025
Added 18.37%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
36
shares
|
$2,749
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
35
shares
|
$2,673
0.0% of portfolio
|
Q4 2020
Added 11.43%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
20
shares
|
$1,527
0.0% of portfolio
|
Q2 2025
Reduced 98.04%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
16
shares
|
$1,222
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
13
shares
|
$992
0.0% of portfolio
|
Q3 2025
Reduced 56.67%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11
shares
|
$840
0.0% of portfolio
|
Q1 2025
Reduced 73.17%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7
shares
|
$534
0.0% of portfolio
|
Q3 2025
Reduced 99.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|