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 234 institutions that hold shares in the stock, with a total of 8.79 Million shares, which have been reported (via 13F filing form) to have a value of $665 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
48,157
shares
|
$3.64 Million
0.65% of portfolio
|
Q2 2025
Added 75.65%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
46,701
shares
|
$3.53 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
|
$3.49 Million
0.55% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
44,487
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
43,715
shares
|
$3.31 Million
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
42,644
shares
|
$3.22 Million
0.6% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
41,988
shares
|
$3.18 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
|
$3.13 Million
0.99% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
39,623
shares
|
$3 Million
0.2% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
39,605
shares
|
$2.99 Million
0.01% of portfolio
|
Q1 2025
Added 29.45%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
38,013
shares
|
$2.87 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
35,559
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.27%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
35,077
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2025
Added 23.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
32,847
shares
|
$2.48 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
|
$2.46 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
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
31,448
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
31,330
shares
|
$2.37 Million
1.33% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
31,278
shares
|
$2.37 Million
0.75% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,099
shares
|
$2.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
28,775
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,401
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
27,708
shares
|
$2.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 48.5%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
27,429
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
25,343
shares
|
$1.92 Million
0.37% of portfolio
|
Q2 2025
Reduced 9.52%
|