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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
840
shares
|
$62,445
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
743
shares
|
$55,234
0.01% of portfolio
|
Q4 2024
Added 22.41%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
679
shares
|
$50,476
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
635
shares
|
$47,205
0.01% of portfolio
|
Q1 2025
Reduced 44.69%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
578
shares
|
$42,968
0.01% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
516
shares
|
$38,359
0.01% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
470
shares
|
$34,939
0.0% of portfolio
|
Q3 2022
Added 141.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
452
shares
|
$33,601
0.0% of portfolio
|
Q1 2025
Reduced 46.64%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
259
shares
|
$19,254
0.02% of portfolio
|
Q1 2025
Reduced 38.33%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
258
shares
|
$19,179
0.01% of portfolio
|
Q1 2025
Reduced 36.61%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
249
shares
|
$18,510
0.01% of portfolio
|
Q1 2025
Reduced 34.99%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
240
shares
|
$17,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
208
shares
|
$15,462
0.0% of portfolio
|
Q1 2025
Reduced 98.66%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
202
shares
|
$15,016
0.01% of portfolio
|
Q1 2025
Reduced 44.96%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
197
shares
|
$14,644
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
166
shares
|
$12,340
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
156
shares
|
$11,597
0.0% of portfolio
|
Q1 2025
Reduced 80.05%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
155
shares
|
$11,522
0.0% of portfolio
|
Q1 2025
Reduced 26.19%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
140
shares
|
$10,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
130
shares
|
$9,664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$7,434
0.0% of portfolio
|
Q4 2024
Reduced 95.57%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
78
shares
|
$5,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
60
shares
|
$4,460
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
35
shares
|
$2,601
0.0% of portfolio
|
Q4 2020
Added 11.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25
shares
|
$1,858
0.0% of portfolio
|
Q1 2025
New holding
|