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 188 institutions that hold shares in the stock, with a total of 7.72 Million shares, which have been reported (via 13F filing form) to have a value of $544 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
197
shares
|
$13,902
0.0% of portfolio
|
Q4 2023
New holding
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
162
shares
|
$11,432
0.0% of portfolio
|
Q4 2023
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
151
shares
|
$10,656
0.0% of portfolio
|
Q2 2024
Added 2.72%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
82
shares
|
$5,786
0.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
74
shares
|
$5,222
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
71
shares
|
$5,010
0.0% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
66
shares
|
$4,657
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
60
shares
|
$4,234
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
37
shares
|
$2,611
0.0% of portfolio
|
Q2 2024
Added 8.82%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
35
shares
|
$2,469
0.0% of portfolio
|
Q4 2020
Added 11.43%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
19
shares
|
$1,340
0.0% of portfolio
|
Q4 2023
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
13
shares
|
$917
0.0% of portfolio
|
Q3 2023
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
12
shares
|
$846
0.0% of portfolio
|
Q2 2024
New holding
|