iShares ESG Advanc MSCI EafeDMXFETF
13F holders, Q2 2026 (June 30)263holders +18
33new positions
17sold out
$84.56avg. 13F price*
At the end of Q2 2026, 263 institutions reported holding iShares ESG Advanc MSCI Eafe (DMXF) in their 13F filings, up 18 from Q1 2026. 33 opened new positions and 17 sold out. The largest holders were Northwest & Ethical Investments L.P. ($288.4M), Envestnet Asset Management Inc. ($94.5M) and IMA Advisory Services, Inc. ($69.5M).
- Company
- iShares ESG Advanc MSCI Eafe
- CUSIP
- 46436E759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $301.5M |
| Exits | 17 | $8.0M |
All 13F filers, Q1 2026 → Q2 2026: 4,038,598 shares bought and 348,645 shares sold, net +3,689,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| Northwest & Ethical Investments L.P. | 6.72% | New | 3,409,570 | $288.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.9% | 1,116,943 | $94.5M |
| IMA Advisory Services, Inc. | 4.35% | Add +11.6% | 822,257 | $69.5M |
| BlackRock, Inc. | 0.00% | Reduce -7.9% | 774,640 | $65.5M |
| LPL Financial LLC | 0.01% | Add +15.9% | 416,766 | $35.3M |
| Sei Investments Co. | 0.03% | Add +4.2% | 389,776 | $33.0M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 9.77% | Add +3.5% | 245,699 | $20.8M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +1.1% | 214,571 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 211,765 | $17.8M |
| Allworth Financial LP | 0.06% | Add +1.1% | 179,916 | $15.2M |
| Rwa Wealth Partners, LLC | 0.12% | Add +2.1% | 152,267 | $12.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -11.7% | 125,355 | $10.6M |
| Cetera Investment Advisers | 0.01% | Add +1.8% | 113,050 | $9.6M |
| Bailard, Inc. | 0.19% | Add +3.7% | 108,027 | $9.1M |
| Values Added Financial LLC | 3.30% | Add +1.3% | 107,954 | $9.1M |
| Park Avenue Securities LLC | 0.06% | Reduce -2.5% | 104,605 | $8.8M |
| Accredited Investors Inc. | 0.37% | Add +20.2% | 101,689 | $8.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +164.7% | 75,425 | $6.4M |
| Apella Capital, LLC | 0.09% | Reduce -0.1% | 75,662 | $6.3M |
| Regatta Capital Group, LLC | 0.80% | Add +23.0% | 70,362 | $6.0M |
| MML Investors Services, LLC | 0.01% | Add +24.0% | 69,211 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Add +7.9% | 68,588 | $5.8M |
| Invera Wealth Advisors, LLC | 3.05% | Add +1.2% | 67,313 | $5.7M |
| Balanced Rock Investment Advisors LLC | 3.32% | Add +1.1% | 62,987 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +22.5% | 59,385 | $5.0M |
| SeedSafe Financial LLC | 3.45% | Add +11.9% | 56,700 | $4.8M |
| Modern Wealth Management, LLC | 0.06% | Add +16.5% | 54,843 | $4.6M |
| UBS Group AG | 0.00% | Reduce -0.2% | 53,990 | $4.6M |
| Walkner Condon Financial Advisors LLC | 0.47% | Reduce -1.2% | 48,437 | $4.1M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 43,715 | $3.7M |
| Sofi Wealth, LLC | 0.15% | Add +28.4% | 43,134 | $3.6M |
| Atlantic Private Wealth, LLC | 2.23% | Reduce -2.9% | 42,917 | $3.6M |
| Equita Financial Network, Inc. | 1.00% | Add +7.6% | 42,427 | $3.6M |
| FMR LLC | 0.00% | Reduce -2.2% | 42,393 | $3.6M |
| Decker Retirement Planning Inc. | 1.14% | Add +15.1% | 39,438 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.4% | 39,278 | $3.3M |
| Albion Financial Group | 0.19% | Add +0.4% | 38,662 | $3.3M |
| Flow Traders U.S. LLC | 0.13% | New | 38,309 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +24.1% | 37,593 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +20.8% | 35,677 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +7.4% | 35,593 | $3.0M |
| Atwater Malick LLC | 0.64% | Add +4.9% | 34,843 | $2.9M |
| Fiera Capital Corp | 0.01% | No change | 34,315 | $2.9M |
| Westfuller Advisors, LLC | 0.99% | Reduce -0.8% | 32,125 | $2.7M |
| Assetmark, Inc. | 0.00% | Add +5.3% | 30,952 | $2.6M |
| NorthRock Partners, LLC | 0.04% | Add +0.2% | 30,831 | $2.6M |
| One Wealth Advisors, LLC | 0.28% | Add +2.5% | 30,151 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +49.7% | 30,117 | $2.5M |
| Avise Financial Cooperative, Inc. | 1.70% | Add +319.1% | 28,211 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +7.3% | 28,054 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +12.9% | 26,965 | $2.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.8% | 26,093 | $2.2M |
| Arjuna Capital | 0.46% | Reduce -21.9% | 24,261 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.1% | 23,466 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.9% | 23,291 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 22,995 | $1.9M |
| Bank of America Corp. | 0.00% | Add +2.9% | 22,622 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.4% | 22,170 | $1.9M |
| GeoWealth Management, LLC | 0.06% | Add +20.9% | 22,064 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +451.1% | 22,045 | $1.9M |
| EP Wealth Advisors, LLC | 0.01% | New | 21,859 | $1.8M |
| Archer Investment Management, LLC | 0.62% | Reduce -8.1% | 21,610 | $1.8M |
| Gould Asset Management LLC | 0.28% | No change | 20,670 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.1% | 20,201 | $1.7M |
| Warner Financial, Inc. | 0.50% | Add +7.8% | 20,031 | $1.7M |
| Shotwell Rutter Baer Inc | 0.91% | Reduce -0.1% | 19,640 | $1.7M |
| Twin Focus Capital Partners, LLC | 0.16% | New | 19,083 | $1.6M |
| Creative Planning | 0.00% | Add +13.9% | 18,934 | $1.6M |
| Figure 8 Investment Strategies LLC | 1.35% | Add +11.4% | 18,840 | $1.6M |
| First Pacific Financial | 0.19% | Reduce -2.4% | 18,821 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +10.4% | 18,214 | $1.5M |
| Fairlight Advisors | 1.24% | — | 18,024 | $1.5M |
| Plancorp, LLC | 0.04% | Reduce -0.6% | 18,058 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -68.2% | 17,666 | $1.5M |
| Revolve Wealth Partners, LLC | 0.16% | Reduce -2.7% | 17,654 | $1.5M |
| Perigon Wealth Management, LLC | 0.02% | Add +12.6% | 16,963 | $1.4M |
| Cornerstone Financial Management LLC | 1.15% | Add +6.0% | 16,897 | $1.4M |
| Urban Financial Advisory Corp | 0.38% | Add +55.0% | 16,435 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Add +15.9% | 16,251 | $1.4M |
| Horst & Graben Wealth Management LLC | 0.18% | Add +2.0% | 16,108 | $1.3M |
| Lido Advisors, LLC | 0.00% | Reduce -3.7% | 15,477 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.6% | 15,382 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +1.4% | 15,002 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.2% | 14,664 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -9.7% | 14,332 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +35.4% | 14,206 | $1.2M |
| Franklin Resources Inc. | 0.00% | No change | 13,941 | $1.2M |
| Sharkey, Howes & Javer | 0.14% | Reduce -4.8% | 13,906 | $1.2M |
| VERITY Wealth Advisors | 0.69% | Add +0.7% | 13,428 | $1.1M |
| Summit Wealth Group LLC / Co. | 0.09% | Reduce -0.6% | 13,390 | $1.1M |
| Ally Invest Advisors Inc. | 0.07% | Add +6.9% | 13,373 | $1.1M |
| Lazard Asset Management LLC | 0.00% | No change | 13,209 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Add +1.5% | 13,026 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 12,993 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.1% | 12,946 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.3% | 12,650 | $1.1M |
| Diversified Trust Co. | 0.02% | No change | 12,276 | $1.0M |
| SigFig Wealth Management, LLC | 0.03% | Add +0.8% | 11,868 | $996K |
| Davis Wealth Advisors, LLC | 0.74% | Add +18.3% | 11,334 | $959K |
| Private Advisor Group, LLC | 0.00% | Add +71.4% | 10,952 | $927K |
"% of holder's portfolio" is DMXF's weight in each manager's 13F, not the share of iShares ESG Advanc MSCI Eafe the manager owns.