iShares ESG Advanc MSCI EafeDMXFETF
13F holders, Q3 2024 (September 30)207holders +21
27new positions
8sold out
1famous investor
$71.98avg. 13F price*
At the end of Q3 2024, 207 institutions reported holding iShares ESG Advanc MSCI Eafe (DMXF) in their 13F filings, up 21 from Q2 2024. 27 opened new positions and 8 sold out. The largest holders were Envestnet Asset Management Inc. ($151.0M), BlackRock, Inc. ($63.7M) and Envestnet Portfolio Solutions, Inc. ($44.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $16.4M |
| Exits | 8 | $14.4M |
All 13F filers, Q2 2024 → Q3 2024: 1,249,814 shares bought and 438,529 shares sold, net +811,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 207 holders
| Envestnet Asset Management Inc. | 0.05% | Add +25.3% | 2,096,707 | $151.0M |
| BlackRock, Inc. | 0.00% | — | 884,491 | $63.7M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Add +25.3% | 622,953 | $44.9M |
| Syntrinsic LLC | 12.07% | Reduce -20.1% | 504,017 | $36.3M |
| JPMorgan Chase & Co. | 0.00% | Add +15.2% | 218,839 | $15.8M |
| LPL Financial LLC | 0.01% | Add +18.2% | 218,326 | $15.7M |
| SigFig Wealth Management, LLC | 0.53% | Add +10.9% | 203,782 | $14.7M |
| Park Avenue Securities LLC | 0.15% | Add +26.8% | 186,774 | $13.5M |
| Sei Investments Co. | 0.02% | Add +21.8% | 184,037 | $13.3M |
| Allworth Financial LP | 0.08% | Add +3.1% | 182,605 | $13.2M |
| Cetera Investment Advisers | 0.02% | Add +28.2% | 123,323 | $8.9M |
| MML Investors Services, LLC | 0.03% | Add +15.6% | 120,086 | $8.7M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -4.2% | 99,751 | $7.2M |
| Balanced Rock Investment Advisors LLC | 5.63% | Add +2.3% | 99,718 | $7.2M |
| Old Mission Capital LLC | 0.15% | New | 93,030 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +50.0% | 87,201 | $6.3M |
| Invera Wealth Advisors, LLC | 4.89% | Add +0.9% | 71,001 | $4.9M |
| Financial Connections Group, Inc. | 2.27% | Add +5.3% | 64,095 | $4.6M |
| Citadel Advisors | 0.00% | New | 62,497 | $4.5M |
| UBS Group AG | 0.00% | Add +2.1% | 61,076 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Add +4.6% | 55,830 | $4.0M |
| Accredited Investors Inc. | 0.22% | Reduce -0.6% | 53,741 | $3.9M |
| One Wealth Advisors, LLC | 0.59% | Add +12.0% | 53,073 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +32.6% | 49,857 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -54.2% | 47,842 | $3.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +73.0% | 47,601 | $3.4M |
| Values Added Financial LLC | 2.04% | Add +26.5% | 44,845 | $3.2M |
| TD Waterhouse Canada Inc. | 0.03% | No change | 43,715 | $3.1M |
| Assetmark, Inc. | 0.01% | Add +42.6% | 42,726 | $3.1M |
| Atlantic Private Wealth, LLC | 2.29% | Reduce -2.4% | 41,960 | $3.0M |
| Klaas Financial Asset Advisors, LLC | 0.52% | Reduce -0.6% | 41,680 | $3.0M |
| Walkner Condon Financial Advisors LLC | 0.60% | Reduce -12.3% | 40,754 | $2.9M |
| Regatta Capital Group, LLC | 0.52% | Add +15.1% | 37,426 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +26.7% | 36,502 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.5% | 36,170 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +23.9% | 35,673 | $2.6M |
| Equita Financial Network, Inc. | 0.93% | Add +13.2% | 35,407 | $2.6M |
| Morningstar Investment Services LLC | 0.02% | Add +57.3% | 32,296 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +36.5% | 33,326 | $2.2M |
| Westfuller Advisors, LLC | 1.57% | — | 30,431 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +0.4% | 29,203 | $2.1M |
| Clarius Group, LLC | 0.15% | No change | 29,195 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +18.4% | 29,099 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.6% | 28,703 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +8.6% | 28,604 | $2.1M |
| Horst & Graben Wealth Management LLC | 0.36% | Add +16.5% | 27,970 | $2.0M |
| Fiera Capital Corp | 0.01% | Add +40.8% | 27,545 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +4.3% | 27,088 | $2.0M |
| Albion Financial Group | 0.13% | Add +0.3% | 26,209 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +21.9% | 25,714 | $1.9M |
| Sharkey, Howes & Javer | 0.26% | Add +18.8% | 25,438 | $1.8M |
| Parkside Advisors LLC | 0.43% | No change | 25,404 | $1.8M |
| Dohj, LLC | 0.43% | Add +1.6% | 25,690 | $1.8M |
| FMR LLC | 0.00% | Add +19.6% | 25,055 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +23.3% | 24,319 | $1.8M |
| Atwater Malick LLC | 0.51% | Add +7.7% | 22,039 | $1.6M |
| Opes Wealth Management LLC | 0.30% | Add +3.0% | 21,760 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 21,657 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +43.3% | 21,414 | $1.5M |
| Wade Financial Advisory, Inc | 0.51% | Add +21.7% | 20,950 | $1.5M |
| Prudential PLC | 0.01% | Add +33.3% | 20,000 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +40.1% | 18,851 | $1.4M |
| Plancorp, LLC | 0.05% | No change | 18,163 | $1.3M |
| Gould Asset Management LLC | 0.28% | No change | 18,100 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Reduce -8.8% | 17,119 | $1.2M |
| Shotwell Rutter Baer Inc | 1.01% | Add +5.7% | 17,226 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 15,632 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.3% | 14,806 | $1.1M |
| CW Advisors, LLC | 0.01% | Reduce -0.9% | 14,794 | $1.1M |
| First Pacific Financial | 0.25% | New | 14,658 | $1.1M |
| Mgo One Seven LLC | 0.05% | Add +22.0% | 14,611 | $1.1M |
| Revolve Wealth Partners, LLC | 0.16% | Add +9.5% | 14,529 | $1.0M |
| Austin Private Wealth, LLC | 0.10% | Add +20.1% | 14,461 | $1.0M |
| JMG Financial Group, Ltd. | 0.03% | No change | 14,146 | $1.0M |
| Creative Planning | 0.00% | Add +1.6% | 13,935 | $1.0M |
| Lazard Asset Management LLC | 0.00% | No change | 13,209 | $951K |
| Wealth Alliance, LLC | 0.11% | Add +13.5% | 13,128 | $946K |
| VERITY Wealth Advisors | 0.65% | No change | 12,840 | $925K |
| Perigon Wealth Management, LLC | 0.02% | Add +40.1% | 12,349 | $890K |
| Skyline Advisors, Inc. | 0.36% | Add +1.8% | 12,274 | $884K |
| Elios Financial Group Inc. | 0.41% | — | 12,246 | $882K |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.3% | 10,985 | $791K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.17% | Reduce -1.0% | 10,668 | $769K |
| Regal Investment Advisors LLC | 0.05% | Add +36.4% | 10,605 | $764K |
| Snowden Capital Advisors LLC | 0.02% | Add +22.5% | 9,948 | $717K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -7.8% | 10,263 | $710K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -3.0% | 9,850 | $710K |
| Betterment LLC | 0.00% | Reduce -8.1% | 9,744 | $702K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.4% | 9,479 | $683K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.1% | 9,357 | $674K |
| World Investment Advisors | 0.02% | Add +19.7% | 9,345 | $673K |
| Hart & Patterson Financial Group LLC | 0.31% | Reduce -0.3% | 8,974 | $646K |
| Ally Invest Advisors Inc. | 0.06% | Add +21.4% | 8,807 | $634K |
| Diversified Trust Co. | 0.02% | No change | 8,758 | $631K |
| Townsquare Capital LLC | 0.01% | Add +33.7% | 8,536 | $615K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.6% | 8,279 | $596K |
| MA Private Wealth | 0.11% | Add +2.8% | 8,250 | $594K |
| Keystone Financial Services | 0.23% | Add +30.6% | 8,174 | $589K |
| Magnus Financial Group LLC | 0.06% | Add +23.3% | 8,010 | $577K |
| Franklin Resources Inc. | 0.00% | No change | 7,649 | $545K |
"% 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.