iShares ESG Advanc MSCI EafeDMXFETF
13F holders, Q1 2024 (March 31)184holders
1famous investor
$67.98avg. 13F price*
At the end of Q1 2024, 184 institutions reported holding iShares ESG Advanc MSCI Eafe (DMXF) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($112.0M), BlackRock Inc. ($62.8M) and Syntrinsic LLC ($41.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Advanc MSCI Eafe
- CUSIP
- 46436E759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $17.8M |
| Exits | 20 | $6.3M |
Ownership 184 holders
| Envestnet Asset Management Inc. | 0.04% | Add +5.5% | 1,643,985 | $112.0M |
| BlackRock Inc. | 0.00% | Add +2.4% | 922,056 | $62.8M |
| Syntrinsic LLC | 13.74% | Reduce -4.3% | 602,057 | $41.0M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +0.4% | 496,401 | $33.8M |
| JPMorgan Chase & Co. | 0.00% | Add +9.1% | 179,216 | $12.2M |
| Allworth Financial LP | 0.08% | Add +7.3% | 170,920 | $11.6M |
| SigFig Wealth Management, LLC | 0.41% | Add +11.8% | 165,097 | $11.2M |
| LPL Financial LLC | 0.01% | Add +22.8% | 147,448 | $10.0M |
| Park Avenue Securities LLC | 0.13% | Add +4.1% | 144,488 | $9.8M |
| MML Investors Services, LLC | 0.03% | Add +11.1% | 107,842 | $7.3M |
| Rwa Wealth Partners, LLC | 0.09% | Add +0.1% | 96,264 | $6.6M |
| Cetera Investment Advisers | 0.02% | Add +85.1% | 94,346 | $6.4M |
| Balanced Rock Investment Advisors LLC | 5.45% | Reduce -7.8% | 93,740 | $6.4M |
| Invera Wealth Advisors, LLC | 3.80% | Add +0.6% | 69,251 | $4.5M |
| Sei Investments Co. | 0.01% | New | 64,447 | $4.4M |
| Financial Connections Group, Inc. | 4.54% | Add +8.1% | 60,812 | $4.1M |
| Jane Street Group, LLC | 0.01% | Reduce -11.8% | 57,770 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.9% | 56,291 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +5.1% | 56,188 | $3.8M |
| UBS Group AG | 0.00% | Add +1.5% | 55,450 | $3.8M |
| One Wealth Advisors, LLC | 0.60% | Reduce -0.2% | 50,830 | $3.5M |
| Klaas Financial Asset Advisors, LLC | 0.66% | Add +4.1% | 48,601 | $3.3M |
| Accredited Investors Inc. | 0.21% | Add +1.5% | 48,214 | $3.3M |
| Walkner Condon Financial Advisors LLC | 0.67% | Reduce -0.2% | 46,343 | $3.2M |
| Old Mission Capital LLC | 0.07% | New | 44,509 | $3.0M |
| TD Waterhouse Canada Inc. | 0.02% | No change | 43,715 | $2.9M |
| Atlantic Private Wealth, LLC | 2.43% | Add +0.1% | 42,791 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +8.0% | 40,196 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -2.1% | 37,718 | $2.6M |
| IMPACTfolio, LLC | 1.44% | New | 34,915 | $2.4M |
| Values Added Financial LLC | 1.85% | Reduce -1.0% | 34,835 | $2.4M |
| Fiera Capital Corp | 0.01% | Add +30.7% | 33,870 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -1.0% | 29,967 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +34.0% | 28,092 | $1.9M |
| Assetmark, Inc. | 0.01% | Add +11.0% | 27,493 | $1.9M |
| Regatta Capital Group, LLC | 0.42% | New | 27,260 | $1.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +1.8% | 27,127 | $1.8M |
| Parkside Advisors LLC | 0.45% | Reduce -0.9% | 25,866 | $1.8M |
| Albion Financial Group | 0.14% | Add +5.9% | 25,769 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +9.7% | 25,440 | $1.7M |
| Equita Financial Network, Inc. | 0.78% | Add +40.5% | 25,393 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.5% | 25,272 | $1.7M |
| Horst & Graben Wealth Management LLC | 0.33% | Add +4.3% | 23,762 | $1.6M |
| Dohj, LLC | 0.42% | New | 23,379 | $1.6M |
| Opes Wealth Management LLC | 0.35% | Reduce -5.7% | 22,209 | $1.5M |
| Sharkey, Howes & Javer | 0.24% | Reduce -0.5% | 21,162 | $1.4M |
| SageView Advisory Group, LLC | 0.07% | New | 30,411 | $1.4M |
| Atwater Malick LLC | 0.49% | Add +8.1% | 20,462 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -60.1% | 19,977 | $1.4M |
| Equitable Holdings, Inc. | 0.02% | Add +5.1% | 19,719 | $1.3M |
| FMR LLC | 0.00% | Add +1.7% | 19,526 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -86.4% | 19,173 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.9% | 18,959 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.08% | Add +2.4% | 18,674 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.1% | 18,412 | $1.3M |
| Plancorp, LLC | 0.05% | Reduce -1.4% | 18,163 | $1.2M |
| Gould Asset Management LLC | 0.30% | Add +28.8% | 18,100 | $1.2M |
| Wade Financial Advisory, Inc | 0.43% | Reduce -1.1% | 17,342 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +4.2% | 15,244 | $1.0M |
| CW Advisors, LLC | 0.02% | Reduce -0.8% | 15,173 | $1.0M |
| Prudential PLC | 0.01% | No change | 15,000 | $1.0M |
| JMG Financial Group, Ltd. | 0.04% | Add +18.3% | 14,102 | $961K |
| Creative Planning | 0.00% | Add +65.1% | 13,693 | $933K |
| Wells Fargo & Company | 0.00% | Add +8.1% | 13,541 | $923K |
| Bank of New York Mellon Corp | 0.00% | Add +6.2% | 13,412 | $914K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 13,225 | $901K |
| Lazard Asset Management LLC | 0.00% | Reduce -4.4% | 13,209 | $899K |
| Morningstar Investment Services LLC | 0.01% | Reduce -28.8% | 12,968 | $890K |
| VERITY Wealth Advisors | 0.67% | Add +27.5% | 12,840 | $875K |
| Pathstone Holdings, LLC | 0.00% | Add +4.2% | 12,383 | $843K |
| Crestone Asset Management LLC | 0.17% | Add +14.3% | 12,376 | $843K |
| TCWP LLC | 2.17% | Reduce -0.2% | 12,000 | $818K |
| Mgo One Seven LLC | 0.04% | Reduce -0.2% | 12,000 | $818K |
| Austin Private Wealth, LLC | 0.09% | Add +10.0% | 11,986 | $814K |
| Skyline Advisors, Inc. | 0.36% | Add +2.7% | 11,794 | $804K |
| Wealth Alliance, LLC | 0.10% | Add +4.9% | 11,398 | $777K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.19% | Reduce -1.9% | 10,918 | $744K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.6% | 10,892 | $742K |
| Diversify Advisory Services, LLC | 0.04% | — | 10,831 | $738K |
| Revolve Wealth Partners, LLC | 0.12% | Add +39.0% | 10,619 | $723K |
| Kestra Advisory Services, LLC | 0.00% | Add +20.8% | 10,579 | $721K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 10,150 | $692K |
| Hart & Patterson Financial Group LLC | 0.32% | Add +68.9% | 9,336 | $636K |
| Avantax Advisory Services, Inc. | 0.01% | Add +14.9% | 9,159 | $624K |
| Diversified Trust Co. | 0.02% | Add +2.3% | 8,758 | $597K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.9% | 8,690 | $592K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.1% | 8,292 | $565K |
| Snowden Capital Advisors LLC | 0.02% | Add +8.3% | 8,039 | $548K |
| MA Private Wealth | 0.11% | No change | 8,027 | $547K |
| World Investment Advisors | 0.07% | Add +2.6% | 7,669 | $523K |
| Franklin Resources Inc. | 0.00% | New | 7,649 | $521K |
| Regal Investment Advisors LLC | 0.03% | Add +6.2% | 7,459 | $508K |
| Ally Invest Advisors Inc. | 0.05% | Add +6.3% | 7,359 | $501K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +4.5% | 7,196 | $490K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -54.1% | 6,893 | $470K |
| Optas, LLC | 0.13% | Reduce -10.6% | 6,792 | $463K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +14.3% | 6,579 | $448K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +14.3% | 6,579 | $448K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -2.0% | 6,499 | $443K |
| Betterment LLC | 0.00% | Reduce -0.6% | 6,435 | $438K |
"% 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.