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 229 institutions that hold shares in the stock, with a total of 8.87 Million shares, which have been reported (via 13F filing form) to have a value of $660 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
54,650
shares
|
$4.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
46,701
shares
|
$3.47 Million
0.62% of portfolio
|
Q4 2023
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
46,101
shares
|
$3.43 Million
0.55% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
44,487
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
43,715
shares
|
$3.25 Million
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
42,644
shares
|
$3.17 Million
0.6% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
41,988
shares
|
$3.12 Million
2.24% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
41,343
shares
|
$3.07 Million
0.99% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
39,605
shares
|
$2.94 Million
0.01% of portfolio
|
Q1 2025
Added 29.45%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
39,527
shares
|
$2.94 Million
0.19% of portfolio
|
Q1 2025
Added 50.31%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
38,998
shares
|
$2.9 Million
0.41% of portfolio
|
Q1 2025
Reduced 32.51%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
35,559
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
32,847
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
32,574
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
32,154
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
31,448
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
31,330
shares
|
$2.33 Million
1.33% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,099
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
30,410
shares
|
$2.26 Million
0.47% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
29,541
shares
|
$2.2 Million
0.68% of portfolio
|
Q1 2025
Added 34.04%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
28,775
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,401
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.97%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
28,355
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.23%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
28,011
shares
|
$2.08 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
27,708
shares
|
$2.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 48.5%
|