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 |
| Farther Finance Advisors, LLC | 0.02% | Add +32.5% | 7,559 | $545K |
| Freedom Investment Management, Inc. | 0.04% | Add +10.3% | 7,509 | $541K |
| First Horizon Advisors, Inc. | 0.01% | Add +25.0% | 7,489 | $540K |
| Warner Financial, Inc. | 0.24% | Add +38.6% | 7,383 | $532K |
| Optas, LLC | 0.12% | Add +3.3% | 7,037 | $507K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +19.2% | 6,898 | $497K |
| Strategic Blueprint, LLC | 0.03% | Add +15.8% | 6,609 | $476K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +36.1% | 6,374 | $459K |
| RFG Advisory, LLC | 0.01% | New | 6,316 | $455K |
| Atria Investments, Inc | 0.01% | Add +26.1% | 6,310 | $455K |
| Maia Wealth LLC | 0.11% | Add +23.2% | 6,594 | $453K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -12.0% | 6,187 | $446K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.7% | 6,139 | $442K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +13.4% | 5,693 | $410K |
| Wrapmanager Inc. | 0.10% | Add +0.1% | 5,576 | $402K |
| Wealthgarden F.S. LLC | 0.39% | Add +18.6% | 5,516 | $397K |
| Monterey Private Wealth, Inc. | 0.13% | Add +2.9% | 5,330 | $384K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.2% | 5,291 | $381K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -14.6% | 5,275 | $380K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +2.9% | 5,255 | $379K |
| Pathway Financial Advisors LLC | 0.10% | Add +1.4% | 5,233 | $377K |
| Private Advisor Group, LLC | 0.00% | New | 5,228 | $377K |
| Financial Advisors, LLC | 0.07% | New | 5,040 | $363K |
| Flputnam Investment Management Co. | 0.01% | Reduce -36.5% | 4,903 | $353K |
| Buttonwood Financial Group, LLC | 0.21% | Add +31.6% | 4,895 | $353K |
| Morgan Stanley | 0.00% | Add +163.8% | 4,836 | $348K |
| West Wealth Group, LLC | 0.11% | Add +21.0% | 4,744 | $342K |
| Copperleaf Capital, LLC | 0.26% | No change | 4,700 | $339K |
| CreativeOne Wealth, LLC | 0.01% | Add +41.0% | 4,577 | $330K |
| Johnson Bixby & Associates, LLC | 0.05% | Reduce -13.3% | 4,478 | $323K |
| Maiden Cove Capital, LLC | 0.48% | Add +25.7% | 4,311 | $311K |
| Stewardship Advisors, LLC | 0.09% | New | 4,236 | $305K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -10.9% | 4,174 | $298K |
| Concentric Wealth Management, LLC | 0.07% | No change | 4,043 | $291K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +34.3% | 4,120 | $288K |
| LifePlan Investment Advisors, Inc. | 0.17% | Add +17.0% | 3,758 | $271K |
| CoreCap Advisors, LLC | 0.01% | Add +7.7% | 3,739 | $269K |
| Venturi Wealth Management, LLC | 0.01% | Add +1.4% | 3,734 | $269K |
| Gen-Wealth Partners Inc | 0.12% | Add +34.8% | 3,885 | $266K |
| Spectrum Planning & Advisory Services Inc. | 0.25% | New | 3,675 | $265K |
| WBH Advisory Inc. | 0.02% | New | 3,591 | $259K |
| Captrust Financial Advisors | 0.00% | New | 3,463 | $249K |
| Pine Harbor Wealth Management, LLC | 0.12% | No change | 3,460 | $249K |
| Marcum Wealth, LLC | 0.02% | Add +1.1% | 3,425 | $247K |
| My Legacy Advisors, LLC | 0.10% | New | 3,416 | $246K |
| Hoxton Planning & Management, LLC | 0.09% | New | 3,402 | $245K |
| Eq LLC | 0.12% | New | 3,389 | $244K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 3,276 | $236K |
| Mariner, LLC | 0.00% | New | 3,190 | $230K |
| Agf Management Ltd. | 0.00% | No change | 3,100 | $223K |
| RKL Wealth Management LLC | 0.02% | No change | 3,096 | $223K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.3% | 3,083 | $222K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 3,076 | $222K |
| Cwm, LLC | 0.00% | Reduce -41.1% | 3,050 | $220K |
| National Wealth Management Group, LLC | 0.15% | New | 2,998 | $216K |
| Centurion Wealth Management LLC | 0.07% | — | 2,902 | $209K |
| Trilogy Capital Inc. | 0.01% | New | 2,886 | $208K |
| Capital Analysts, LLC | 0.01% | Add +33.0% | 2,754 | $198K |
| Harbour Investments, Inc. | 0.01% | Add +13.6% | 2,514 | $181K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,500 | $180K |
| Keener Financial Planning LLC | 0.11% | Reduce -10.6% | 2,416 | $174K |
| Milestone Investment Advisors LLC | 0.05% | No change | 2,363 | $170K |
| Sugarloaf Wealth Management, LLC | 0.03% | Add +38.1% | 2,259 | $163K |
| Comerica Bank | 0.00% | Add +19.5% | 1,696 | $122K |
| Creative Financial Designs Inc. | 0.01% | Add +2.3% | 1,665 | $120K |
| JFS Wealth Advisors, LLC | 0.01% | Add +16.8% | 1,577 | $114K |
| NorthRock Partners, LLC | 0.00% | Reduce -0.1% | 1,513 | $109K |
| Raelipskie Partnership | 0.05% | Reduce -6.5% | 1,439 | $104K |
| Principal Securities, Inc. | 0.00% | No change | 1,350 | $97K |
| NBT Bank, N.A. | 0.01% | Add +690.1% | 1,280 | $92K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | Reduce -5.1% | 1,115 | $80K |
| US Bancorp \de | 0.00% | No change | 1,092 | $79K |
| Continuum Advisory, LLC | 0.01% | Add +10.0% | 1,113 | $74K |
| AdvisorNet Financial, Inc | 0.00% | Add +23.2% | 829 | $60K |
| Global Retirement Partners, LLC | 0.00% | Add +206.4% | 812 | $58K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +23.7% | 793 | $57K |
| Bank of Montreal | 0.00% | Reduce -95.6% | 739 | $53K |
| WealthShield Partners, LLC | 0.01% | Add +33.6% | 731 | $53K |
| National Bank of Canada | 0.00% | No change | 679 | $49K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 671 | $48K |
| Hanson & Doremus Investment Management | 0.01% | Add +20.4% | 607 | $44K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -11.2% | 578 | $42K |
| Clarity Asset Management, Inc. | 0.03% | New | 562 | $41K |
| Central Pacific Bank - Trust Division | 0.01% | New | 546 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -28.2% | 538 | $39K |
| Jones Financial Companies LLLP | 0.00% | New | 510 | $37K |
| Tortoise Investment Management, LLC | 0.00% | No change | 470 | $34K |
| GeoWealth Management, LLC | 0.00% | New | 447 | $32K |
| ORG Partners LLC | 0.01% | Add +23.0% | 428 | $31K |
| Birchbrook, Inc. | 0.02% | Reduce -5.8% | 407 | $29K |
| Arax Advisory Partners | 0.00% | New | 349 | $25K |
| Geneos Wealth Management Inc. | 0.00% | New | 288 | $21K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 268 | $19K |
| Ascentis Independent Advisors | 0.00% | New | 232 | $17K |
| Richardson Capital Management LLC | 0.01% | No change | 224 | $16K |
| Global Financial Private Client, LLC | 0.01% | Add +32.5% | 200 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 197 | $14K |
| Copley Financial Group, Inc. | 0.01% | — | 162 | $12K |
| PSI Advisors, LLC | 0.00% | No change | 82 | $6K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 74 | $5K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 60 | $4K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 42 | $3K |
| NewEdge Advisors, LLC | 0.00% | New | 40 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 35 | $3K |
| Raleigh Capital Management Inc. | 0.00% | New | 26 | $2K |
| LGT Financial Advisors LLC | 0.00% | No change | 13 | $959 |
| Tucker Asset Management LLC | 0.00% | No change | 12 | $864 |
"% 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.