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 216 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 |
|---|---|---|---|---|---|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
7,961
shares
|
$608,061
0.1% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,726
shares
|
$590,111
0.0% of portfolio
|
Q3 2025
Added 75.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,307
shares
|
$558,108
0.0% of portfolio
|
Q3 2025
Reduced 15.21%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
7,284
shares
|
$556,351
0.03% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
7,033
shares
|
$537,180
0.38% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
7,000
shares
|
$534,660
0.0% of portfolio
|
Q3 2025
Reduced 45.31%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
6,743
shares
|
$515,030
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
6,628
shares
|
$506,246
0.13% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,406
shares
|
$489,290
0.0% of portfolio
|
Q3 2025
Reduced 81.74%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
6,358
shares
|
$485,624
0.03% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
6,212
shares
|
$474,472
0.21% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
6,193
shares
|
$473,021
0.13% of portfolio
|
Q3 2025
Reduced 42.58%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
6,054
shares
|
$462,404
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
5,960
shares
|
$455,224
0.05% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,956
shares
|
$454,919
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,909
shares
|
$451,329
0.0% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
5,853
shares
|
$447,052
0.05% of portfolio
|
Q4 2025
Added 11.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,723
shares
|
$437,122
0.0% of portfolio
|
Q3 2025
Reduced 67.71%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
5,647
shares
|
$431,317
0.14% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
5,583
shares
|
$426,429
0.06% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
5,582
shares
|
$426,353
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
5,404
shares
|
$412,757
0.11% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,291
shares
|
$404,126
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,069
shares
|
$387,170
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
4,886
shares
|
$373,192
0.16% of portfolio
|
Q3 2025
New holding
|
|