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 188 institutions that hold shares in the stock, with a total of 7.72 Million shares, which have been reported (via 13F filing form) to have a value of $544 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
21,602
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2022
Added 22.64%
|
|
Sharkey, Howes & Javer
|
Jul 17, 2024 Q2 2024 |
21,411
shares
|
$1.51 Million
0.24% of portfolio
|
Q2 2024
Added 1.18%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
21,115
shares
|
$1.49 Million
0.3% of portfolio
|
Q2 2024
Reduced 4.93%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
21,099
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2024
Added 7.0%
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
20,536
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2024
Added 58.36%
|
|
Atwater Malick LLC
|
Jul 17, 2024 Q2 2024 |
20,462
shares
|
$1.44 Million
0.48% of portfolio
|
Q1 2024
Added 8.14%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
19,731
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2024
Added 7.16%
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 19, 2024 Q2 2024 |
19,570
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2024
Added 73.07%
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
18,764
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2024
Added 0.48%
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
18,163
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
18,100
shares
|
$1.28 Million
0.28% of portfolio
|
Q1 2024
Added 28.83%
|
|
Wade Financial Advisory, Inc
|
Jul 25, 2024 Q2 2024 |
17,211
shares
|
$1.21 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
16,921
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Added 1853.93%
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 10, 2024 Q2 2024 |
16,293
shares
|
$1.15 Million
0.98% of portfolio
|
Q2 2024
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,763
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
15,000
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2023
Reduced 26.83%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
14,995
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Added 10.74%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
14,941
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
14,931
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
14,338
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
Added 8.42%
|
|
Jmg Financial Group, Ltd.
|
Jul 30, 2024 Q2 2024 |
14,146
shares
|
$998,283
0.04% of portfolio
|
Q2 2024
Added 0.31%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
13,721
shares
|
$968,290
0.0% of portfolio
|
Q2 2024
Added 0.2%
|
|
Revolve Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
13,270
shares
|
$936,463
0.15% of portfolio
|
Q2 2024
Added 24.96%
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,209
shares
|
$932,159
0.0% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
Verity Wealth Advisors
|
Aug 02, 2024 Q2 2024 |
12,840
shares
|
$906,118
0.65% of portfolio
|
Q1 2024
Added 27.52%
|