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 235 institutions that hold shares in the stock, with a total of 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $666 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,257
shares
|
$321,914
0.0% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,127
shares
|
$312,083
0.02% of portfolio
|
Q1 2025
Reduced 50.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,049
shares
|
$306,185
0.0% of portfolio
|
Q1 2025
Reduced 21.71%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,043
shares
|
$305,731
0.06% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,991
shares
|
$301,799
0.22% of portfolio
|
Q1 2025
Reduced 33.53%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,960
shares
|
$299,455
0.02% of portfolio
|
Q1 2025
Reduced 35.37%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,886
shares
|
$293,859
0.02% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,849
shares
|
$291,061
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
3,694
shares
|
$279,340
0.26% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,635
shares
|
$274,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
3,623
shares
|
$273,971
0.09% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
3,582
shares
|
$270,870
0.09% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
3,554
shares
|
$268,753
0.11% of portfolio
|
Q1 2025
Reduced 35.83%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,523
shares
|
$266,409
0.41% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
3,513
shares
|
$265,653
0.0% of portfolio
|
Q1 2025
Reduced 28.31%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
3,460
shares
|
$261,645
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,409
shares
|
$257,788
0.0% of portfolio
|
Q1 2025
Reduced 47.92%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
3,400
shares
|
$257,108
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,358
shares
|
$253,931
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,337
shares
|
$252,343
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
3,255
shares
|
$246,143
0.14% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
3,245
shares
|
$245,386
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
3,122
shares
|
$236,085
0.06% of portfolio
|
Q1 2025
Reduced 45.22%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,112
shares
|
$235,329
0.01% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
2,965
shares
|
$224,213
0.06% of portfolio
|
Q2 2025
Reduced 19.49%
|