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 244 institutions that hold shares in the stock, with a total of 8.66 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
46,701
shares
|
$3.46 Million
0.62% of portfolio
|
Q4 2023
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
46,101
shares
|
$3.41 Million
0.55% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
43,715
shares
|
$3.23 Million
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
43,623
shares
|
$3.23 Million
0.61% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
43,620
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
43,505
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
41,997
shares
|
$3.11 Million
2.23% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
39,623
shares
|
$2.93 Million
0.2% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
38,013
shares
|
$2.81 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
37,531
shares
|
$2.78 Million
1.14% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
37,274
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2025
Added 775.59%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
36,439
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
35,077
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2025
Added 23.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
33,363
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
31,330
shares
|
$2.32 Million
1.33% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
31,278
shares
|
$2.31 Million
0.75% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,099
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
30,511
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
30,156
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
29,914
shares
|
$2.21 Million
1.29% of portfolio
|
Q2 2025
Added 38251.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
29,143
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
28,938
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
27,698
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
26,667
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 19.43%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
25,343
shares
|
$1.88 Million
0.37% of portfolio
|
Q2 2025
Reduced 9.52%
|