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 |
|---|---|---|---|---|---|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
6,155
shares
|
$457,562
0.22% of portfolio
|
Q1 2025
Reduced 30.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,022
shares
|
$447,675
0.01% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,993
shares
|
$445,519
0.0% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
5,940
shares
|
$441,579
0.09% of portfolio
|
Q1 2025
Reduced 28.43%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
5,926
shares
|
$440,538
0.15% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
5,816
shares
|
$432,361
0.18% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
5,487
shares
|
$407,903
0.02% of portfolio
|
Q1 2025
Reduced 32.82%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
5,404
shares
|
$401,733
0.11% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
5,386
shares
|
$400,395
0.07% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,373
shares
|
$399,428
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,291
shares
|
$393,332
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
5,239
shares
|
$389,467
0.05% of portfolio
|
Q2 2025
Added 55.28%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
5,183
shares
|
$385,304
0.2% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
5,081
shares
|
$377,721
0.07% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
5,008
shares
|
$372,294
0.32% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,005
shares
|
$372,071
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,004
shares
|
$371,997
0.02% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,001
shares
|
$371,774
0.02% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
4,872
shares
|
$362,184
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,777
shares
|
$355,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,392
shares
|
$326,501
0.0% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
4,315
shares
|
$320,777
0.03% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,257
shares
|
$316,465
0.0% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,127
shares
|
$306,801
0.02% of portfolio
|
Q1 2025
Reduced 50.32%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
4,075
shares
|
$302,935
0.26% of portfolio
|
Q1 2025
Added 9.25%
|