iShares ESG Advanc MSCI EafeDMXFETF
13F holders, Q2 2024 (June 30)186holders +2
15new positions
17sold out
$67.46avg. 13F price*
At the end of Q2 2024, 186 institutions reported holding iShares ESG Advanc MSCI Eafe (DMXF) in their 13F filings, up 2 from Q1 2024. 15 opened new positions and 17 sold out. The largest holders were Envestnet Asset Management Inc. ($112.8M), BlackRock Inc. ($62.0M) and Syntrinsic LLC ($42.5M).
- Company
- iShares ESG Advanc MSCI Eafe
- CUSIP
- 46436E759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.5M |
| Exits | 17 | $9.6M |
All 13F filers, Q1 2024 → Q2 2024: 656,808 shares bought and 197,188 shares sold, net +459,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| Envestnet Asset Management Inc. | 0.04% | Add +1.8% | 1,673,425 | $112.8M |
| BlackRock Inc. | 0.00% | Reduce -0.3% | 919,771 | $62.0M |
| Syntrinsic LLC | 14.11% | Add +4.7% | 630,402 | $42.5M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +0.2% | 497,250 | $33.5M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 189,944 | $12.8M |
| LPL Financial LLC | 0.01% | Add +25.3% | 184,688 | $12.5M |
| SigFig Wealth Management, LLC | 0.47% | Add +11.3% | 183,724 | $12.4M |
| Allworth Financial LP | 0.08% | Add +3.6% | 177,094 | $12.1M |
| Jane Street Group, LLC | 0.01% | Add +203.1% | 175,111 | $11.8M |
| Sei Investments Co. | 0.01% | Add +134.4% | 151,060 | $10.2M |
| Park Avenue Securities LLC | 0.12% | Add +1.9% | 147,264 | $9.9M |
| Royal Bank of Canada | 0.00% | Add +159.8% | 104,450 | $7.0M |
| Rwa Wealth Partners, LLC | 0.09% | Add +8.2% | 104,127 | $7.0M |
| MML Investors Services, LLC | 0.03% | Reduce -3.6% | 103,922 | $7.0M |
| Balanced Rock Investment Advisors LLC | 5.53% | Add +4.0% | 97,464 | $6.6M |
| Cetera Investment Advisers | 0.01% | Add +2.0% | 96,199 | $6.5M |
| Invera Wealth Advisors, LLC | 5.01% | Add +1.6% | 70,388 | $4.9M |
| Financial Connections Group, Inc. | 2.13% | Add +0.1% | 60,841 | $4.1M |
| UBS Group AG | 0.00% | Add +7.9% | 59,815 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.3% | 58,142 | $3.9M |
| Accredited Investors Inc. | 0.23% | Add +12.1% | 54,037 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.0% | 53,361 | $3.6M |
| One Wealth Advisors, LLC | 0.68% | Reduce -6.8% | 47,399 | $3.2M |
| Walkner Condon Financial Advisors LLC | 0.68% | Add +0.2% | 46,455 | $3.1M |
| TD Waterhouse Canada Inc. | 0.03% | No change | 43,715 | $2.9M |
| Atlantic Private Wealth, LLC | 2.36% | Add +0.5% | 42,982 | $2.9M |
| Klaas Financial Asset Advisors, LLC | 0.52% | Reduce -13.7% | 41,928 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -0.3% | 37,591 | $2.5M |
| Values Added Financial LLC | 1.72% | Add +1.8% | 35,445 | $2.4M |
| Regatta Capital Group, LLC | 0.47% | Add +19.2% | 32,505 | $2.2M |
| Equita Financial Network, Inc. | 0.88% | Add +23.2% | 31,292 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +22.0% | 31,040 | $2.1M |
| Assetmark, Inc. | 0.01% | Add +9.0% | 29,969 | $2.0M |
| Clarius Group, LLC | 0.14% | New | 29,195 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -2.9% | 29,091 | $2.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +14.0% | 28,801 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.5% | 28,806 | $1.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +1.4% | 27,514 | $1.9M |
| Flow Traders U.S. LLC | 0.09% | New | 26,656 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +37.4% | 26,346 | $1.8M |
| Albion Financial Group | 0.13% | Add +1.4% | 26,129 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +109.7% | 25,967 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +35.6% | 25,715 | $1.7M |
| Parkside Advisors LLC | 0.44% | Reduce -1.8% | 25,404 | $1.7M |
| Dohj, LLC | 0.43% | Add +8.1% | 25,281 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +125.6% | 24,571 | $1.7M |
| Horst & Graben Wealth Management LLC | 0.31% | Add +1.0% | 24,009 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | — | 24,419 | $1.6M |
| Bank of America Corp. | 0.00% | Add +9.3% | 21,825 | $1.5M |
| Sharkey, Howes & Javer | 0.23% | Add +1.2% | 21,411 | $1.4M |
| Opes Wealth Management LLC | 0.30% | Reduce -4.9% | 21,115 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +7.0% | 21,099 | $1.4M |
| FMR LLC | 0.00% | Add +7.3% | 20,949 | $1.4M |
| Morningstar Investment Services LLC | 0.01% | Add +58.4% | 20,536 | $1.4M |
| Atwater Malick LLC | 0.48% | No change | 20,462 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.2% | 19,731 | $1.3M |
| Fiera Capital Corp | 0.00% | Reduce -42.2% | 19,570 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Add +0.5% | 18,764 | $1.3M |
| Plancorp, LLC | 0.05% | No change | 18,163 | $1.2M |
| Gould Asset Management LLC | 0.28% | No change | 18,100 | $1.2M |
| Wade Financial Advisory, Inc | 0.42% | Reduce -0.8% | 17,211 | $1.2M |
| Bank of Montreal | 0.00% | Add +1853.9% | 16,921 | $1.1M |
| Shotwell Rutter Baer Inc | 0.98% | New | 16,293 | $1.1M |
| Prudential PLC | 0.01% | No change | 15,000 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +10.7% | 14,995 | $1.0M |
| Prudential Financial Inc. | 0.00% | Reduce -2.0% | 14,941 | $1.0M |
| CW Advisors, LLC | 0.02% | Reduce -1.6% | 14,931 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.4% | 14,338 | $967K |
| JMG Financial Group, Ltd. | 0.04% | Add +0.3% | 14,146 | $954K |
| Creative Planning | 0.00% | Add +0.2% | 13,721 | $925K |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 13,456 | $907K |
| Revolve Wealth Partners, LLC | 0.15% | Add +25.0% | 13,270 | $895K |
| Lazard Asset Management LLC | 0.00% | No change | 13,209 | $890K |
| VERITY Wealth Advisors | 0.65% | No change | 12,840 | $866K |
| Skyline Advisors, Inc. | 0.35% | Add +2.3% | 12,059 | $813K |
| Austin Private Wealth, LLC | 0.09% | Add +0.5% | 12,045 | $812K |
| TCWP LLC | 1.98% | Reduce -0.2% | 11,975 | $807K |
| Mgo One Seven LLC | 0.04% | Reduce -0.2% | 11,975 | $807K |
| Wealth Alliance, LLC | 0.10% | Add +1.5% | 11,570 | $780K |
| Diversify Advisory Services, LLC | 0.04% | Add +2.8% | 11,133 | $759K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.17% | Reduce -1.3% | 10,776 | $727K |
| Betterment LLC | 0.00% | Add +64.8% | 10,604 | $715K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.2% | 10,345 | $698K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 10,150 | $684K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.8% | 10,053 | $678K |
| Moors & Cabot, Inc. | 0.03% | Add +7.7% | 9,363 | $631K |
| Hart & Patterson Financial Group LLC | 0.30% | Reduce -3.6% | 9,003 | $607K |
| Perigon Wealth Management, LLC | 0.02% | Add +77.2% | 8,814 | $594K |
| Diversified Trust Co. | 0.02% | No change | 8,758 | $591K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.5% | 8,332 | $562K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.0% | 8,123 | $548K |
| MA Private Wealth | 0.11% | No change | 8,027 | $541K |
| World Investment Advisors | 0.03% | Add +1.8% | 7,807 | $526K |
| Regal Investment Advisors LLC | 0.03% | Add +4.3% | 7,776 | $524K |
| Flputnam Investment Management Co. | 0.01% | New | 7,716 | $520K |
| Franklin Resources Inc. | 0.00% | No change | 7,649 | $516K |
| Ally Invest Advisors Inc. | 0.05% | Reduce -1.4% | 7,255 | $489K |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.0% | 7,033 | $474K |
| Optas, LLC | 0.12% | Add +0.3% | 6,812 | $459K |
| Freedom Investment Management, Inc. | 0.04% | Add +21.2% | 6,809 | $459K |
"% 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.