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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,050
shares
|
$207,125
0.0% of portfolio
|
Q3 2024
Reduced 41.14%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
2,886
shares
|
$195,988
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
2,882
shares
|
$195,716
0.09% of portfolio
|
Q2 2024
Added 6.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,572
shares
|
$174,664
0.01% of portfolio
|
Q1 2021
Reduced 98.41%
|
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
2,500
shares
|
$169,775
0.03% of portfolio
|
Q1 2024
Reduced 78.31%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
2,416
shares
|
$164,070
0.11% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
2,363
shares
|
$160,471
0.05% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,259
shares
|
$153,408
0.03% of portfolio
|
Q3 2024
Added 38.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,214
shares
|
$150,352
0.01% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
2,070
shares
|
$140,573
0.01% of portfolio
|
Q2 2024
Added 12.99%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,833
shares
|
$124,479
0.0% of portfolio
|
Q2 2024
Reduced 26.33%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,665
shares
|
$113,070
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,577
shares
|
$107,094
0.01% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jul 18, 2024 Q2 2024 |
1,539
shares
|
$104,513
0.06% of portfolio
|
Q2 2024
Added 13.25%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,422
shares
|
$96,568
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,419
shares
|
$96,364
0.0% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,350
shares
|
$91,678
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
1,115
shares
|
$75,719
0.0% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,092
shares
|
$74,157
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
1,012
shares
|
$68,724
0.01% of portfolio
|
Q2 2024
Added 24.48%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
939
shares
|
$63,767
0.0% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
840
shares
|
$57,044
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
829
shares
|
$56,297
0.0% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
812
shares
|
$55,142
0.0% of portfolio
|
Q3 2024
Added 206.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
749
shares
|
$50,864
0.0% of portfolio
|
Q2 2024
Added 54.75%
|