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 230 institutions that hold shares in the stock, with a total of 8.86 Million shares, which have been reported (via 13F filing form) to have a value of $649 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
27,429
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
27,417
shares
|
$2.01 Million
0.38% of portfolio
|
Q1 2025
Reduced 34.16%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
24,703
shares
|
$1.81 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
23,917
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
22,634
shares
|
$1.66 Million
0.72% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
22,329
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 46.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
22,050
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 44.08%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
22,041
shares
|
$1.61 Million
0.99% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
21,935
shares
|
$1.61 Million
0.28% of portfolio
|
Q1 2025
Reduced 38.01%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
21,602
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2022
Added 22.64%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
21,245
shares
|
$1.56 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
20,865
shares
|
$1.53 Million
0.48% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
20,831
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 33.52%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
20,609
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
19,646
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
19,450
shares
|
$1.42 Million
0.27% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
19,088
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
18,579
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
18,359
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.4%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
18,163
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
17,929
shares
|
$1.31 Million
0.18% of portfolio
|
Q1 2025
Reduced 41.5%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
17,473
shares
|
$1.28 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
17,449
shares
|
$1.28 Million
0.18% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
17,364
shares
|
$1.27 Million
0.95% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
17,236
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 4.12%
|