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 217 institutions that hold shares in the stock, with a total of 6.34 Million shares, which have been reported (via 13F filing form) to have a value of $484 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
22,428
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2025
Added 42.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
21,836
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
21,602
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2022
Added 22.64%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
20,865
shares
|
$1.59 Million
0.48% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
20,837
shares
|
$1.59 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
20,305
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
20,071
shares
|
$1.53 Million
0.28% of portfolio
|
Q3 2025
Reduced 20.8%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
19,820
shares
|
$1.51 Million
0.26% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
19,450
shares
|
$1.49 Million
0.28% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
19,346
shares
|
$1.48 Million
0.96% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
18,988
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 15.82%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
18,163
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,515
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
17,249
shares
|
$1.32 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
16,929
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2025
Reduced 55.47%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
15,848
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,763
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
14,012
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
14,007
shares
|
$1.07 Million
0.4% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
13,681
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
13,611
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.93%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
13,412
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
13,395
shares
|
$1.02 Million
0.18% of portfolio
|
Q2 2025
Added 163.63%
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
13,266
shares
|
$1.01 Million
0.64% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,209
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.38%
|
|