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 239 institutions that hold shares in the stock, with a total of 8.55 Million shares, which have been reported (via 13F filing form) to have a value of $657 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
9,155
shares
|
$702,829
0.02% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,075
shares
|
$696,687
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
9,063
shares
|
$695,766
0.0% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jul 21, 2025 Q2 2025 |
8,809
shares
|
$676,266
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
8,740
shares
|
$670,969
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,622
shares
|
$661,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,618
shares
|
$661,603
0.0% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
8,340
shares
|
$640,261
0.11% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,875
shares
|
$604,563
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,832
shares
|
$601,262
0.05% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,747
shares
|
$594,737
0.02% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
7,284
shares
|
$559,192
0.03% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
7,033
shares
|
$539,923
0.38% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,841
shares
|
$525,183
0.01% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
6,762
shares
|
$519,118
0.06% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
6,423
shares
|
$493,093
0.13% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,387
shares
|
$490,329
0.0% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,358
shares
|
$488,103
0.03% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
6,356
shares
|
$487,950
0.23% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,251
shares
|
$479,889
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
6,054
shares
|
$464,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
6,033
shares
|
$463,153
0.21% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,925
shares
|
$454,862
0.08% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,865
shares
|
$450,256
0.01% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
5,673
shares
|
$435,516
0.08% of portfolio
|
Q2 2025
New holding
|