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 |
| Farther Finance Advisors, LLC | 0.02% | Add +19.7% | 9,354 | $628K |
| RFG Advisory, LLC | 0.02% | Reduce -17.1% | 9,224 | $621K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.9% | 9,185 | $619K |
| Franklin Resources Inc. | 0.00% | No change | 9,063 | $610K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -20.1% | 8,806 | $593K |
| West Coast Financial LLC | 0.07% | No change | 8,622 | $581K |
| Townsquare Capital LLC | 0.01% | Reduce -38.5% | 8,381 | $564K |
| Regal Investment Advisors LLC | 0.05% | Reduce -30.4% | 8,356 | $563K |
| MA Private Wealth | 0.11% | No change | 8,340 | $562K |
| Optas, LLC | 0.09% | Add +2.6% | 8,016 | $540K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -31.5% | 7,864 | $530K |
| Raymond James Financial Inc. | 0.00% | Reduce -10.6% | 7,779 | $524K |
| World Investment Advisors | 0.01% | Reduce -25.3% | 7,707 | $519K |
| Ariadne Wealth Management, LP | 0.25% | Add +122.0% | 6,702 | $478K |
| Golden State Wealth Management, LLC | 0.07% | Add +3.3% | 7,101 | $478K |
| Parkworth Wealth Management, Inc. | 0.37% | No change | 6,963 | $469K |
| Main Street Financial Solutions, LLC | 0.04% | Add +1.4% | 6,792 | $457K |
| GTS Securities LLC | 0.02% | New | 6,710 | $452K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -38.0% | 6,646 | $448K |
| Stewardship Advisors, LLC | 0.12% | Add +15.3% | 6,540 | $440K |
| Merit Financial Group, LLC | 0.01% | New | 6,517 | $439K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.5% | 6,217 | $419K |
| One Wealth Capital Management, LLC | 0.22% | Reduce -30.6% | 6,155 | $414K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.9% | 6,022 | $406K |
| Morgan Stanley | 0.00% | Reduce -0.6% | 5,993 | $404K |
| Keystone Financial Services | 0.15% | Reduce -27.6% | 5,926 | $399K |
| Maia Wealth LLC | 0.09% | Reduce -28.4% | 5,940 | $393K |
| Eq LLC | 0.18% | Add +13.8% | 5,816 | $392K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -32.8% | 5,487 | $382K |
| Monterey Private Wealth, Inc. | 0.11% | No change | 5,404 | $364K |
| Pathway Financial Advisors LLC | 0.07% | No change | 5,386 | $363K |
| Private Advisor Group, LLC | 0.00% | Add +3.6% | 5,373 | $362K |
| LifePlan Investment Advisors, Inc. | 0.20% | Reduce -16.5% | 5,183 | $349K |
| Financial Advisors, LLC | 0.07% | No change | 5,081 | $342K |
| Wealthgarden F.S. LLC | 0.32% | Reduce -22.2% | 5,008 | $337K |
| MBE Wealth Management, LLC | 0.16% | New | 5,005 | $337K |
| Arax Advisory Partners | 0.02% | Add +100.0% | 5,004 | $337K |
| CoreCap Advisors, LLC | 0.01% | Add +13.2% | 5,001 | $337K |
| Sage Financial Management Group, Inc. | 0.12% | New | 4,872 | $328K |
| MAI Capital Management | 0.00% | Add +1.7% | 4,392 | $296K |
| Savvy Advisors, Inc. | 0.03% | Reduce -8.4% | 4,315 | $291K |
| Cwm, LLC | 0.00% | Reduce -4.0% | 4,257 | $287K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -50.3% | 4,127 | $278K |
| Spectrum Planning & Advisory Services Inc. | 0.23% | Add +9.3% | 4,075 | $274K |
| Atria Investments, Inc | 0.00% | Reduce -21.7% | 4,049 | $273K |
| Copperleaf Capital, LLC | 0.16% | Reduce -33.5% | 3,991 | $269K |
| Strategic Blueprint, LLC | 0.01% | Reduce -35.4% | 3,960 | $267K |
| Bison Wealth, LLC | 0.02% | Reduce -6.1% | 3,950 | $266K |
| Captrust Financial Advisors | 0.00% | Reduce -1.3% | 3,849 | $259K |
| Oregon Pacific Wealth Management, LLC | 0.25% | Reduce -43.5% | 3,715 | $250K |
| Tempus Wealth Planning, LLC | 0.07% | Add +11.6% | 3,683 | $248K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,635 | $245K |
| Hoxton Planning & Management, LLC | 0.09% | Reduce -4.4% | 3,623 | $244K |
| Lifelong Wealth Advisors, Inc. | 0.11% | Reduce -13.0% | 3,591 | $242K |
| Theory Financial LLC | 0.10% | Reduce -35.8% | 3,554 | $239K |
| Flputnam Investment Management Co. | 0.00% | Reduce -28.3% | 3,513 | $237K |
| Pine Harbor Wealth Management, LLC | 0.09% | No change | 3,460 | $233K |
| Mariner, LLC | 0.00% | Reduce -47.9% | 3,409 | $230K |
| Agf Management Ltd. | 0.00% | Add +6.3% | 3,400 | $229K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 3,374 | $227K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 3,355 | $226K |
| Connecticut Wealth Management, LLC | 0.01% | New | 3,337 | $225K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -19.2% | 3,333 | $224K |
| Humankind Investments LLC | 0.06% | New | 3,245 | $218K |
| Buttonwood Financial Group, LLC | 0.12% | Reduce -36.8% | 3,287 | $210K |
| West Wealth Group, LLC | 0.06% | Reduce -45.2% | 3,122 | $210K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -21.6% | 3,060 | $206K |
| Harbour Investments, Inc. | 0.01% | Reduce -8.0% | 2,700 | $182K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -40.5% | 2,685 | $181K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -4.0% | 2,636 | $177K |
| Capital Analysts, LLC | 0.01% | Reduce -30.8% | 2,543 | $171K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,500 | $168K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -34.9% | 2,432 | $164K |
| Keener Financial Planning LLC | 0.11% | No change | 2,416 | $162K |
| Milestone Investment Advisors LLC | 0.04% | No change | 2,351 | $158K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.2% | 2,109 | $142K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +8.2% | 2,104 | $142K |
| NorthRock Partners, LLC | 0.00% | Reduce -16.0% | 1,513 | $102K |
| Raelipskie Partnership | 0.05% | No change | 1,439 | $97K |
| NBT Bank, N.A. | 0.01% | No change | 1,390 | $94K |
| Principal Securities, Inc. | 0.00% | No change | 1,350 | $87K |
| AE Wealth Management LLC | 0.00% | Reduce -50.6% | 1,276 | $86K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | Add +13.4% | 1,265 | $85K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -41.5% | 1,262 | $85K |
| Comerica Bank | 0.00% | Reduce -42.2% | 1,131 | $76K |
| US Bancorp \de | 0.00% | No change | 1,121 | $75K |
| Jones Financial Companies LLLP | 0.00% | Add +115.1% | 1,097 | $74K |
| IFP Advisors, Inc | 0.00% | New | 1,018 | $69K |
| Rossby Financial, LCC | 0.03% | New | 894 | $62K |
| Hanson & Doremus Investment Management | 0.01% | No change | 743 | $50K |
| National Bank of Canada | 0.00% | No change | 679 | $45K |
| Continuum Advisory, LLC | 0.01% | Reduce -44.7% | 635 | $43K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 622 | $42K |
| Tortoise Investment Management, LLC | 0.00% | No change | 470 | $32K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -46.6% | 452 | $30K |
| Capital A Wealth Management, LLC | 0.02% | Reduce -38.3% | 259 | $17K |
| Birchbrook, Inc. | 0.01% | Reduce -36.6% | 258 | $17K |
| WealthTrak Capital Management LLC | 0.01% | Reduce -35.0% | 249 | $17K |
| Cornerstone Planning Group LLC | 0.00% | New | 240 | $16K |
| Bank of Montreal | 0.00% | Reduce -98.7% | 208 | $14K |
| Transce3nd, LLC | 0.01% | Reduce -45.0% | 202 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 197 | $13K |
| Noble Wealth Management PBC | 0.01% | No change | 166 | $11K |
| WealthShield Partners, LLC | 0.00% | Reduce -80.0% | 156 | $11K |
| Ameriflex Group, Inc. | 0.00% | Reduce -26.2% | 155 | $10K |
| Global Financial Private Client, LLC | 0.00% | Reduce -30.6% | 152 | $10K |
| Coldstream Capital Management Inc. | 0.00% | New | 140 | $9K |
| 1 North Wealth Services LLC | 0.00% | New | 130 | $9K |
| Decker Retirement Planning Inc. | 0.00% | No change | 78 | $5K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 60 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 35 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 25 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -73.2% | 11 | $741 |
"% 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.