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 198 institutions that hold shares in the stock, with a total of 7.9 Million shares, which have been reported (via 13F filing form) to have a value of $537 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
5,040
shares
|
$342,266
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,895
shares
|
$332,419
0.21% of portfolio
|
Q3 2024
Added 31.55%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,744
shares
|
$322,165
0.11% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 13, 2024 Q2 2024 |
4,700
shares
|
$319,177
0.29% of portfolio
|
Q2 2024
Added 13.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
4,683
shares
|
$318,022
0.01% of portfolio
|
Q2 2024
Reduced 27.01%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
4,651
shares
|
$315,849
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
4,478
shares
|
$304,100
0.05% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,236
shares
|
$287,666
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
4,120
shares
|
$279,789
0.05% of portfolio
|
Q3 2024
Added 34.29%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Aug 13, 2024 Q2 2024 |
4,043
shares
|
$274,560
0.07% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
3,681
shares
|
$249,976
0.02% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
3,591
shares
|
$243,864
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
3,472
shares
|
$235,783
0.03% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 09, 2024 Q2 2024 |
3,460
shares
|
$234,968
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
3,425
shares
|
$232,591
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,416
shares
|
$231,980
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,402
shares
|
$231,029
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
3,337
shares
|
$226,615
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
3,272
shares
|
$222,201
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
3,246
shares
|
$220,435
0.01% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 23, 2024 Q2 2024 |
3,132
shares
|
$212,694
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 07, 2024 Q2 2024 |
3,100
shares
|
$210,521
0.0% of portfolio
|
Q2 2024
Reduced 45.61%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
3,096
shares
|
$210,249
0.02% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
3,083
shares
|
$209,366
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,076
shares
|
$208,891
0.01% of portfolio
|
Q3 2024
New holding
|