iShares ESG Advanc MSCI EafeDMXFETF
13F holders, Q4 2024 (December 31)222holders +15
21new positions
21sold out
$64.71avg. 13F price*
At the end of Q4 2024, 222 institutions reported holding iShares ESG Advanc MSCI Eafe (DMXF) in their 13F filings, up 15 from Q3 2024. 21 opened new positions and 21 sold out. The largest holders were Envestnet Asset Management Inc. ($150.0M), BlackRock, Inc. ($57.9M) and IMA Advisory Services, Inc. ($50.4M).
- Company
- iShares ESG Advanc MSCI Eafe
- CUSIP
- 46436E759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $61.8M |
| Exits | 21 | $18.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,981,109 shares bought and 330,427 shares sold, net +1,650,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 222 holders
| Envestnet Asset Management Inc. | 0.05% | Add +10.7% | 2,320,889 | $150.0M |
| BlackRock, Inc. | 0.00% | Add +1.3% | 895,560 | $57.9M |
| IMA Advisory Services, Inc. | 6.06% | New | 779,899 | $50.4M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Add +10.9% | 691,050 | $44.7M |
| LPL Financial LLC | 0.01% | Add +94.8% | 425,199 | $27.5M |
| JPMorgan Chase & Co. | 0.00% | Add +34.3% | 293,900 | $19.0M |
| SigFig Wealth Management, LLC | 0.55% | Add +14.5% | 233,325 | $15.1M |
| Sei Investments Co. | 0.02% | Add +20.2% | 221,244 | $14.3M |
| Park Avenue Securities LLC | 0.14% | Add +12.4% | 209,870 | $13.6M |
| Allworth Financial LP | 0.07% | Add +7.5% | 196,388 | $13.1M |
| Cetera Investment Advisers | 0.02% | Add +14.5% | 141,221 | $9.1M |
| MML Investors Services, LLC | 0.03% | Add +5.0% | 126,145 | $8.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +35.4% | 118,023 | $8.0M |
| Rwa Wealth Partners, LLC | 0.08% | Add +1.8% | 101,562 | $6.6M |
| Invera Wealth Advisors, LLC | 4.66% | Reduce -1.3% | 70,097 | $4.7M |
| Balanced Rock Investment Advisors LLC | 3.69% | Reduce -27.7% | 72,135 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +18.4% | 66,087 | $4.3M |
| Financial Connections Group, Inc. | 2.04% | Add +2.6% | 65,776 | $4.3M |
| UBS Group AG | 0.00% | Reduce -0.9% | 60,503 | $3.9M |
| Accredited Investors Inc. | 0.22% | Add +10.3% | 59,270 | $3.8M |
| One Wealth Advisors, LLC | 0.55% | Add +8.9% | 57,780 | $3.7M |
| Values Added Financial LLC | 2.09% | Add +24.6% | 55,875 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | New | 55,872 | $3.6M |
| Assetmark, Inc. | 0.01% | Add +26.6% | 54,102 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +7.9% | 53,800 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +9.8% | 52,536 | $3.4M |
| FMR LLC | 0.00% | Add +106.8% | 51,808 | $3.3M |
| TD Waterhouse Canada Inc. | 0.02% | No change | 43,715 | $2.8M |
| Klaas Financial Asset Advisors, LLC | 0.48% | Add +1.5% | 42,293 | $2.7M |
| Atlantic Private Wealth, LLC | 2.04% | Add +0.0% | 41,963 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.6% | 41,841 | $2.7M |
| Regatta Capital Group, LLC | 0.52% | Add +11.3% | 41,639 | $2.7M |
| Walkner Condon Financial Advisors LLC | 0.54% | Add +0.8% | 41,071 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.6% | 39,985 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +10.5% | 39,430 | $2.5M |
| Equita Financial Network, Inc. | 0.87% | Add +5.0% | 37,167 | $2.4M |
| Horst & Graben Wealth Management LLC | 0.41% | Add +26.5% | 35,387 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +13.5% | 33,022 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +14.3% | 32,680 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.7% | 31,099 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.0% | 32,137 | $2.1M |
| Clarius Group, LLC | 0.14% | Add +8.0% | 31,523 | $2.0M |
| Strategic Wealth Investment Group, LLC | 0.11% | New | 20,207 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +6.3% | 31,047 | $2.0M |
| Westfuller Advisors, LLC | 1.27% | Add +1.4% | 30,845 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 30,756 | $2.0M |
| Sharkey, Howes & Javer | 0.28% | Add +20.5% | 30,647 | $2.0M |
| Fiera Capital Corp | 0.01% | Add +11.1% | 30,595 | $2.0M |
| First Pacific Financial | 0.45% | Add +103.7% | 29,856 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -37.5% | 29,738 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +14.5% | 29,439 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +5.5% | 28,565 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +17.2% | 28,506 | $1.8M |
| Dohj, LLC | 0.41% | Add +7.6% | 27,647 | $1.8M |
| Albion Financial Group | 0.12% | Add +0.3% | 26,297 | $1.7M |
| Parkside Advisors LLC | 0.38% | Reduce -2.8% | 24,703 | $1.6M |
| Davis Wealth Advisors, LLC | 1.75% | — | 24,604 | $1.6M |
| XY Planning Network, Inc. | 1.11% | — | 22,944 | $1.5M |
| Bank of America Corp. | 0.00% | Add +3.1% | 22,327 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +77.9% | 21,968 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.55% | — | 22,121 | $1.4M |
| Opes Wealth Management LLC | 0.29% | Add +1.5% | 22,095 | $1.4M |
| Atwater Malick LLC | 0.48% | No change | 22,039 | $1.4M |
| Wade Financial Advisory, Inc | 0.45% | Reduce -2.5% | 20,425 | $1.3M |
| Gould Asset Management LLC | 0.26% | Add +7.5% | 19,450 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 18,733 | $1.2M |
| Plancorp, LLC | 0.05% | No change | 18,163 | $1.2M |
| Mgo One Seven LLC | 0.04% | Add +22.4% | 17,880 | $1.2M |
| Shotwell Rutter Baer Inc | 0.93% | Reduce -0.2% | 17,186 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 16,554 | $1.1M |
| Revolve Wealth Partners, LLC | 0.15% | Add +11.3% | 16,170 | $1.0M |
| Austin Private Wealth, LLC | 0.10% | Add +10.9% | 16,034 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.4% | 15,601 | $1.0M |
| Bank of Montreal | 0.00% | Add +1998.7% | 15,509 | $1.0M |
| Wealth Alliance, LLC | 0.12% | Add +15.8% | 15,197 | $982K |
| CW Advisors, LLC | 0.01% | Reduce -6.4% | 13,845 | $895K |
| Townsquare Capital LLC | 0.01% | Add +59.7% | 13,632 | $881K |
| Elios Financial Group Inc. | 0.41% | Add +9.0% | 13,352 | $863K |
| Lazard Asset Management LLC | 0.00% | No change | 13,209 | $853K |
| VERITY Wealth Advisors | 0.60% | No change | 12,840 | $830K |
| Prudential PLC | 0.00% | Reduce -36.0% | 12,800 | $827K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +50.4% | 12,453 | $805K |
| JMG Financial Group, Ltd. | 0.03% | Reduce -14.9% | 12,041 | $778K |
| Regal Investment Advisors LLC | 0.06% | Add +13.3% | 12,014 | $776K |
| Snowden Capital Advisors LLC | 0.02% | Add +15.5% | 11,487 | $742K |
| Skyline Advisors, Inc. | 0.28% | Reduce -8.8% | 11,188 | $723K |
| RFG Advisory, LLC | 0.02% | Add +76.1% | 11,124 | $719K |
| Moors & Cabot, Inc. | 0.03% | Add +18.2% | 11,063 | $715K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.3% | 11,017 | $712K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.16% | Add +1.3% | 10,803 | $698K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 10,728 | $693K |
| Magnus Financial Group LLC | 0.07% | Add +33.2% | 10,672 | $690K |
| Betterment LLC | 0.00% | Add +6.1% | 10,334 | $668K |
| Hart & Patterson Financial Group LLC | 0.32% | Add +15.0% | 10,322 | $667K |
| World Investment Advisors | 0.02% | Add +10.4% | 10,315 | $667K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.7% | 10,304 | $666K |
| Freedom Investment Management, Inc. | 0.06% | Add +36.4% | 10,239 | $662K |
| Warner Financial, Inc. | 0.28% | Add +34.4% | 9,922 | $641K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 9,850 | $637K |
| Diversified Trust Co. | 0.01% | Add +7.8% | 9,441 | $610K |
| Ally Invest Advisors Inc. | 0.05% | Add +6.9% | 9,417 | $609K |
| Creative Planning | 0.00% | Reduce -32.6% | 9,385 | $606K |
| Franklin Resources Inc. | 0.00% | Add +18.5% | 9,063 | $586K |
| One Wealth Capital Management, LLC | 0.29% | — | 8,863 | $573K |
| GeoWealth Management, LLC | 0.02% | Add +1857.3% | 8,749 | $565K |
| Raymond James Financial Inc. | 0.00% | — | 8,704 | $562K |
| Maia Wealth LLC | 0.12% | Add +25.9% | 8,300 | $560K |
| West Coast Financial LLC | 0.06% | New | 8,622 | $557K |
| MA Private Wealth | 0.10% | Add +1.1% | 8,340 | $539K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +20.4% | 8,308 | $537K |
| Keystone Financial Services | 0.20% | Add +0.1% | 8,184 | $529K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -20.4% | 8,168 | $524K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +20.6% | 7,689 | $515K |
| Optas, LLC | 0.11% | Add +11.1% | 7,816 | $505K |
| Farther Finance Advisors, LLC | 0.02% | Add +3.4% | 7,815 | $505K |
| Parkworth Wealth Management, Inc. | 0.37% | — | 6,963 | $450K |
| Golden State Wealth Management, LLC | 0.07% | — | 6,872 | $444K |
| Main Street Financial Solutions, LLC | 0.04% | Add +9.1% | 6,700 | $433K |
| Oregon Pacific Wealth Management, LLC | 0.42% | — | 6,580 | $425K |
| Mariner, LLC | 0.00% | Add +105.2% | 6,546 | $423K |
| Wealthgarden F.S. LLC | 0.39% | Add +16.8% | 6,440 | $416K |
| Tennessee Valley Asset Management Partners | 0.07% | New | 6,375 | $412K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.0% | 6,374 | $412K |
| LifePlan Investment Advisors, Inc. | 0.25% | Add +65.2% | 6,207 | $401K |
| Strategic Blueprint, LLC | 0.02% | Reduce -7.3% | 6,127 | $396K |
| Morgan Stanley | 0.00% | Add +24.7% | 6,030 | $390K |
| Copperleaf Capital, LLC | 0.25% | Add +27.7% | 6,004 | $388K |
| CreativeOne Wealth, LLC | 0.01% | Add +27.9% | 5,852 | $378K |
| West Wealth Group, LLC | 0.11% | Add +20.1% | 5,699 | $368K |
| Stewardship Advisors, LLC | 0.10% | Add +33.9% | 5,670 | $366K |
| Theory Financial LLC | 0.15% | New | 5,538 | $358K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +3.4% | 5,455 | $353K |
| Buttonwood Financial Group, LLC | 0.19% | Add +6.3% | 5,203 | $350K |
| Monterey Private Wealth, Inc. | 0.12% | Add +1.4% | 5,404 | $349K |
| Pathway Financial Advisors LLC | 0.08% | Add +2.9% | 5,386 | $348K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.8% | 5,188 | $335K |
| Atria Investments, Inc | 0.00% | Reduce -18.0% | 5,172 | $334K |
| Eq LLC | 0.16% | Add +50.9% | 5,113 | $330K |
| Financial Advisors, LLC | 0.06% | Add +0.8% | 5,081 | $328K |
| Wrapmanager Inc. | 0.08% | Reduce -10.2% | 5,006 | $323K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.1% | 4,900 | $317K |
| Savvy Advisors, Inc. | 0.04% | New | 4,711 | $304K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +3.9% | 4,652 | $301K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -39.7% | 4,515 | $292K |
| Cwm, LLC | 0.00% | Add +45.4% | 4,435 | $287K |
| CoreCap Advisors, LLC | 0.01% | Add +18.1% | 4,417 | $285K |
| MAI Capital Management | 0.00% | New | 4,320 | $279K |
| Bison Wealth, LLC | 0.03% | — | 4,208 | $272K |
| Lifelong Wealth Advisors, Inc. | 0.12% | — | 4,127 | $267K |
| Venturi Wealth Management, LLC | 0.01% | Add +10.5% | 4,125 | $267K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,125 | $267K |
| WBH Advisory Inc. | 0.02% | Add +10.3% | 3,962 | $256K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -25.7% | 3,905 | $252K |
| Captrust Financial Advisors | 0.00% | Add +12.6% | 3,899 | $252K |
| Hoxton Planning & Management, LLC | 0.09% | Add +11.4% | 3,791 | $245K |
| My Legacy Advisors, LLC | 0.09% | Add +9.8% | 3,752 | $244K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -3.8% | 3,736 | $241K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | Add +1.5% | 3,730 | $241K |
| Capital Analysts, LLC | 0.01% | Add +33.5% | 3,676 | $237K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,635 | $235K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +17.3% | 3,607 | $233K |
| Ascent Group, LLC | 0.02% | New | 3,563 | $230K |
| Maiden Cove Capital, LLC | 0.35% | Reduce -17.4% | 3,560 | $230K |
| Pine Harbor Wealth Management, LLC | 0.09% | No change | 3,460 | $224K |
| JB Capital LLC | 0.01% | New | 3,458 | $223K |
| Stifel Financial Corp. | 0.00% | Add +5.1% | 3,443 | $222K |
| Central Pacific Bank - Trust Division | 0.03% | Add +518.0% | 3,374 | $218K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +8.8% | 3,355 | $217K |
| Tempus Wealth Planning, LLC | 0.07% | New | 3,299 | $213K |
| Agf Management Ltd. | 0.00% | Add +3.2% | 3,200 | $207K |
| Ariadne Wealth Management, LP | 0.09% | New | 3,019 | $206K |
| RKL Wealth Management LLC | 0.02% | Add +1.4% | 3,138 | $203K |
| Harbour Investments, Inc. | 0.01% | Add +16.7% | 2,934 | $190K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -33.4% | 2,746 | $177K |
| AE Wealth Management LLC | 0.00% | New | 2,583 | $167K |
| Arax Advisory Partners | 0.01% | Add +616.9% | 2,502 | $162K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,500 | $162K |
| Keener Financial Planning LLC | 0.09% | No change | 2,416 | $156K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 2,373 | $153K |
| Milestone Investment Advisors LLC | 0.04% | Reduce -0.5% | 2,351 | $152K |
| Endeavor Private Wealth, Inc. | 0.14% | — | 2,238 | $145K |
| JFS Wealth Advisors, LLC | 0.01% | Add +36.8% | 2,157 | $139K |
| Creative Financial Designs Inc. | 0.01% | Add +29.6% | 2,157 | $139K |
| Comerica Bank | 0.00% | Add +15.4% | 1,958 | $127K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +189.7% | 1,944 | $126K |
| Kestra Investment Management, LLC | 0.00% | New | 1,869 | $121K |
| NorthRock Partners, LLC | 0.00% | Add +19.0% | 1,801 | $116K |
| Raelipskie Partnership | 0.05% | No change | 1,439 | $93K |
| Sofi Wealth, LLC | 0.01% | New | 1,403 | $91K |
| NBT Bank, N.A. | 0.01% | Add +8.6% | 1,390 | $90K |
| Principal Securities, Inc. | 0.00% | No change | 1,350 | $87K |
| Continuum Advisory, LLC | 0.01% | Add +3.1% | 1,148 | $74K |
| US Bancorp \de | 0.00% | Add +2.7% | 1,121 | $72K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 1,115 | $72K |
| Global Retirement Partners, LLC | 0.00% | Add +13.9% | 925 | $60K |
| PNC Financial Services Group, Inc. | 0.00% | Add +57.4% | 847 | $55K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +1.1% | 802 | $52K |
| WealthShield Partners, LLC | 0.01% | Add +7.0% | 782 | $51K |
| Hanson & Doremus Investment Management | 0.01% | Add +22.4% | 743 | $48K |
| National Bank of Canada | 0.00% | No change | 679 | $44K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 622 | $40K |
| Jones Financial Companies LLLP | 0.00% | No change | 510 | $33K |
| ORG Partners LLC | 0.00% | Add +18.0% | 505 | $33K |
| Tortoise Investment Management, LLC | 0.00% | No change | 470 | $30K |
| Capital A Wealth Management, LLC | 0.04% | — | 420 | $27K |
| Birchbrook, Inc. | 0.01% | No change | 407 | $26K |
| WealthTrak Capital Management LLC | 0.02% | — | 383 | $25K |
| Transce3nd, LLC | 0.01% | — | 367 | $24K |
| Atlatl Advisers LLC | 0.01% | — | 310 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Add +5.2% | 303 | $20K |
| IFG Advisory, LLC | 0.00% | New | 15,000 | $14K |
| Global Financial Private Client, LLC | 0.01% | Add +9.5% | 219 | $14K |
| Ameriflex Group, Inc. | 0.01% | — | 210 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 197 | $13K |
| Noble Wealth Management PBC | 0.01% | — | 166 | $11K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -95.6% | 100 | $6K |
| PSI Advisors, LLC | 0.00% | Add +2.4% | 84 | $5K |
| Decker Retirement Planning Inc. | 0.00% | — | 78 | $5K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 60 | $4K |
| Parallel Advisors, LLC | 0.00% | New | 41 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 35 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 12 | $775 |
"% 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.