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 210 institutions that hold shares in the stock, with a total of 8.57 Million shares, which have been reported (via 13F filing form) to have a value of $570 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,903
shares
|
$326,049
0.01% of portfolio
|
Q3 2024
Reduced 36.46%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,895
shares
|
$325,517
0.21% of portfolio
|
Q3 2024
Added 31.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,836
shares
|
$321,594
0.0% of portfolio
|
Q3 2024
Added 163.83%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,744
shares
|
$315,476
0.11% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,700
shares
|
$312,550
0.29% of portfolio
|
Q2 2024
Added 13.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,577
shares
|
$304,370
0.01% of portfolio
|
Q3 2024
Added 41.0%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
4,478
shares
|
$297,787
0.05% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,236
shares
|
$281,694
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,174
shares
|
$277,571
0.01% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
4,120
shares
|
$273,980
0.05% of portfolio
|
Q3 2024
Added 34.29%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,043
shares
|
$268,859
0.06% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,885
shares
|
$258,352
0.12% of portfolio
|
Q3 2024
Added 34.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,739
shares
|
$248,643
0.01% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
3,734
shares
|
$248,311
0.02% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
3,675
shares
|
$244,387
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
3,591
shares
|
$238,801
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
3,493
shares
|
$232,284
0.47% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,463
shares
|
$230,289
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
3,460
shares
|
$230,090
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
3,425
shares
|
$227,762
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,416
shares
|
$227,164
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,402
shares
|
$226,233
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
3,389
shares
|
$225,368
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
3,276
shares
|
$217,854
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,190
shares
|
$212,135
0.0% of portfolio
|
Q3 2024
New holding
|