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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,763
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,423
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 64.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
15,357
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
15,170
shares
|
$1.13 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
13,353
shares
|
$992,662
0.44% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
13,266
shares
|
$986,194
0.66% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,209
shares
|
$981,957
0.0% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
12,800
shares
|
$951,552
0.0% of portfolio
|
Q4 2024
Reduced 36.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
11,696
shares
|
$869,480
0.03% of portfolio
|
Q1 2025
Reduced 34.59%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
11,636
shares
|
$865,020
0.07% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
11,565
shares
|
$859,742
0.07% of portfolio
|
Q1 2025
Reduced 27.87%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
11,542
shares
|
$858,032
0.04% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
11,222
shares
|
$834,243
0.03% of portfolio
|
Q1 2025
Added 28.27%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
11,067
shares
|
$822,720
0.3% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
10,886
shares
|
$809,265
0.02% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
10,716
shares
|
$796,627
0.07% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
10,685
shares
|
$794,322
0.06% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
10,652
shares
|
$791,869
0.15% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
10,590
shares
|
$787,260
0.32% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,569
shares
|
$785,699
0.05% of portfolio
|
Q4 2023
Reduced 5.68%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,322
shares
|
$767,337
0.32% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
10,269
shares
|
$763,397
0.01% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,044
shares
|
$746,670
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
9,850
shares
|
$732,249
0.02% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
9,715
shares
|
$722,213
0.06% of portfolio
|
Q1 2025
Added 592.44%
|