iShares ESG Advanc MSCI EafeDMXFETF
13F holders, Q1 2025 (March 31)213holders −9
20new positions
23sold out
1famous investor
$67.38avg. 13F price*
At the end of Q1 2025, 213 institutions reported holding iShares ESG Advanc MSCI Eafe (DMXF) in their 13F filings, down 9 from Q4 2024. 20 opened new positions and 23 sold out. The largest holders were Envestnet Asset Management Inc. ($100.3M), BlackRock, Inc. ($61.2M) and IMA Advisory Services, Inc. ($50.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $27.7M |
| Exits | 23 | $7.8M |
All 13F filers, Q4 2024 → Q1 2025: 662,197 shares bought and 2,100,381 shares sold, net −1,438,184 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 213 holders
| Envestnet Asset Management Inc. | 0.03% | Reduce -35.8% | 1,489,953 | $100.3M |
| BlackRock, Inc. | 0.00% | Add +1.5% | 909,043 | $61.2M |
| IMA Advisory Services, Inc. | 6.01% | Reduce -3.5% | 752,855 | $50.7M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -51.2% | 337,425 | $22.7M |
| LPL Financial LLC | 0.01% | Reduce -27.4% | 308,646 | $20.8M |
| Sei Investments Co. | 0.02% | Add +14.9% | 254,210 | $17.1M |
| SigFig Wealth Management, LLC | 0.57% | Reduce -0.7% | 231,727 | $15.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.2% | 208,133 | $14.0M |
| Allworth Financial LP | 0.07% | Reduce -3.4% | 189,731 | $13.1M |
| Flow Traders U.S. LLC | 0.51% | New | 179,623 | $12.1M |
| Park Avenue Securities LLC | 0.11% | Reduce -34.0% | 138,539 | $9.3M |
| Jane Street Group, LLC | 0.01% | Add +273.0% | 114,721 | $7.7M |
| Cetera Investment Advisers | 0.01% | Reduce -24.2% | 107,098 | $7.2M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -3.2% | 98,274 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -19.8% | 94,628 | $6.5M |
| Citadel Advisors | 0.01% | New | 94,330 | $6.4M |
| MML Investors Services, LLC | 0.02% | Reduce -30.9% | 87,106 | $5.9M |
| Financial Connections Group, Inc. | 2.31% | Add +15.9% | 76,266 | $5.1M |
| Accredited Investors Inc. | 0.31% | Add +23.3% | 73,051 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +5.7% | 69,836 | $4.7M |
| Invera Wealth Advisors, LLC | 3.00% | Reduce -1.5% | 69,029 | $4.6M |
| Balanced Rock Investment Advisors LLC | 3.50% | Reduce -9.5% | 65,256 | $4.4M |
| Values Added Financial LLC | 2.31% | Add +10.7% | 61,864 | $4.2M |
| UBS Group AG | 0.00% | Reduce -9.7% | 54,650 | $3.7M |
| FMR LLC | 0.00% | Reduce -0.7% | 51,453 | $3.5M |
| Royal Bank of Canada | 0.00% | Reduce -15.3% | 44,487 | $3.0M |
| TD Waterhouse Canada Inc. | 0.02% | No change | 43,715 | $2.9M |
| Walkner Condon Financial Advisors LLC | 0.58% | Add +3.8% | 42,644 | $2.9M |
| Klaas Financial Asset Advisors, LLC | 0.49% | Add +0.6% | 42,531 | $2.9M |
| Atlantic Private Wealth, LLC | 2.09% | Add +0.1% | 41,988 | $2.8M |
| Equita Financial Network, Inc. | 0.97% | Add +11.2% | 41,343 | $2.8M |
| Fiera Capital Corp | 0.01% | Add +29.4% | 39,605 | $2.7M |
| Albion Financial Group | 0.19% | Add +50.3% | 39,527 | $2.7M |
| One Wealth Advisors, LLC | 0.39% | Reduce -32.5% | 38,998 | $2.6M |
| Assetmark, Inc. | 0.01% | Reduce -34.3% | 35,559 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +5.8% | 32,847 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.7% | 32,574 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | New | 32,154 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 31,448 | $2.1M |
| Westfuller Advisors, LLC | 1.39% | No change | 30,845 | $2.1M |
| Dohj, LLC | 0.47% | Add +10.0% | 30,410 | $2.0M |
| Atwater Malick LLC | 0.67% | Add +34.0% | 29,541 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +0.7% | 28,775 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -29.0% | 28,401 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -32.2% | 28,355 | $1.9M |
| First Pacific Financial | 0.38% | Reduce -6.2% | 28,011 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -48.5% | 27,708 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -7.8% | 27,429 | $1.8M |
| Regatta Capital Group, LLC | 0.36% | Reduce -34.2% | 27,417 | $1.8M |
| Parkside Advisors LLC | 0.40% | No change | 24,703 | $1.7M |
| Bank of America Corp. | 0.00% | Add +7.1% | 23,917 | $1.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.72% | Add +2.3% | 22,634 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -27.5% | 22,549 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.7% | 22,329 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -44.1% | 22,050 | $1.5M |
| XY Planning Network, Inc. | 0.99% | Reduce -3.9% | 22,041 | $1.5M |
| Horst & Graben Wealth Management LLC | 0.27% | Reduce -38.0% | 21,935 | $1.5M |
| Opes Wealth Management LLC | 0.29% | Reduce -3.9% | 21,245 | $1.4M |
| Wade Financial Advisory, Inc | 0.48% | Add +2.1% | 20,865 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +33.5% | 20,831 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -6.2% | 20,609 | $1.4M |
| Modern Wealth Management, LLC | 0.04% | New | 19,646 | $1.3M |
| Gould Asset Management LLC | 0.27% | No change | 19,450 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -33.0% | 19,088 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -36.9% | 18,579 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -44.4% | 18,359 | $1.2M |
| Plancorp, LLC | 0.05% | No change | 18,163 | $1.2M |
| Sharkey, Howes & Javer | 0.17% | Reduce -41.5% | 17,929 | $1.2M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | New | 17,473 | $1.2M |
| Revolve Wealth Partners, LLC | 0.17% | Add +7.9% | 17,449 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 17,236 | $1.2M |
| Shotwell Rutter Baer Inc | 0.95% | Add +1.0% | 17,364 | $1.1M |
| Creative Planning | 0.00% | Add +64.3% | 15,423 | $1.0M |
| CW Advisors, LLC | 0.01% | Add +10.9% | 15,357 | $1.0M |
| Retirement Capital Strategies | 0.40% | New | 15,170 | $1.0M |
| Davis Wealth Advisors, LLC | 1.11% | Reduce -40.9% | 14,551 | $980K |
| Elios Financial Group Inc. | 0.44% | Add +0.0% | 13,353 | $899K |
| VERITY Wealth Advisors | 0.66% | Add +3.3% | 13,266 | $893K |
| Lazard Asset Management LLC | 0.00% | No change | 13,209 | $889K |
| Prudential PLC | 0.00% | No change | 12,800 | $862K |
| Bank of New York Mellon Corp | 0.00% | Reduce -33.0% | 12,555 | $845K |
| Mgo One Seven LLC | 0.03% | Reduce -34.6% | 11,696 | $788K |
| Freedom Investment Management, Inc. | 0.07% | Add +13.6% | 11,636 | $784K |
| Austin Private Wealth, LLC | 0.07% | Reduce -27.9% | 11,565 | $779K |
| Moors & Cabot, Inc. | 0.04% | Add +4.3% | 11,542 | $777K |
| GeoWealth Management, LLC | 0.03% | Add +28.3% | 11,222 | $756K |
| Skyline Advisors, Inc. | 0.29% | Reduce -1.3% | 11,039 | $743K |
| Diversified Trust Co. | 0.02% | Add +15.3% | 10,886 | $733K |
| Magnus Financial Group LLC | 0.07% | Add +0.4% | 10,716 | $722K |
| Ally Invest Advisors Inc. | 0.06% | Add +13.5% | 10,685 | $720K |
| Warner Financial, Inc. | 0.32% | Add +6.7% | 10,590 | $713K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.15% | Reduce -1.4% | 10,652 | $705K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.5% | 10,269 | $692K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 10,044 | $676K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 10,044 | $676K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 9,850 | $663K |
| Sofi Wealth, LLC | 0.05% | Add +592.4% | 9,715 | $654K |
| Betterment LLC | 0.00% | Reduce -6.3% | 9,682 | $652K |
| Wealth Alliance, LLC | 0.08% | Reduce -37.0% | 9,582 | $645K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -22.4% | 9,348 | $629K |
"% 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.