iShares ESG Advanc MSCI EafeDMXFETF
13F holders, Q2 2025 (June 30)225holders +12
30new positions
16sold out
$74.41avg. 13F price*
At the end of Q2 2025, 225 institutions reported holding iShares ESG Advanc MSCI Eafe (DMXF) in their 13F filings, up 12 from Q1 2025. 30 opened new positions and 16 sold out. The largest holders were Envestnet Asset Management Inc. ($108.6M), BlackRock, Inc. ($63.0M) and IMA Advisory Services, Inc. ($54.4M).
- Company
- iShares ESG Advanc MSCI Eafe
- CUSIP
- 46436E759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $15.0M |
| Exits | 16 | $21.2M |
All 13F filers, Q1 2025 → Q2 2025: 502,430 shares bought and 772,172 shares sold, net −269,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.1% | 1,459,122 | $108.6M |
| BlackRock, Inc. | 0.00% | Reduce -6.8% | 846,928 | $63.0M |
| IMA Advisory Services, Inc. | 5.83% | Reduce -2.9% | 731,391 | $54.4M |
| LPL Financial LLC | 0.01% | Add +11.6% | 344,415 | $25.6M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -10.8% | 300,907 | $22.4M |
| Sei Investments Co. | 0.02% | Add +11.0% | 282,102 | $21.0M |
| SigFig Wealth Management, LLC | 0.57% | Reduce -0.2% | 231,283 | $17.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 202,874 | $15.1M |
| Allworth Financial LP | 0.07% | Add +1.1% | 191,792 | $14.3M |
| Rwa Wealth Partners, LLC | 0.12% | Add +31.4% | 129,176 | $9.6M |
| Cetera Investment Advisers | 0.02% | Add +12.8% | 120,821 | $9.0M |
| Flow Traders U.S. LLC | 0.30% | Reduce -39.7% | 108,353 | $8.1M |
| MML Investors Services, LLC | 0.02% | Reduce -2.1% | 85,287 | $6.3M |
| Accredited Investors Inc. | 0.35% | Add +9.2% | 79,793 | $5.9M |
| Values Added Financial LLC | 2.74% | Add +22.7% | 75,880 | $5.6M |
| Financial Connections Group, Inc. | 2.32% | Reduce -0.9% | 75,545 | $5.6M |
| Jane Street Group, LLC | 0.01% | Reduce -34.5% | 75,109 | $5.6M |
| Bailard, Inc. | 0.12% | New | 70,823 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.7% | 67,978 | $5.1M |
| Invera Wealth Advisors, LLC | 3.28% | Reduce -2.1% | 67,585 | $5.0M |
| Balanced Rock Investment Advisors LLC | 3.56% | Reduce -6.7% | 60,866 | $4.5M |
| UBS Group AG | 0.00% | Add +10.0% | 60,129 | $4.5M |
| FMR LLC | 0.00% | Reduce -5.0% | 48,892 | $3.6M |
| Regatta Capital Group, LLC | 0.62% | Add +75.7% | 48,157 | $3.6M |
| Klaas Financial Asset Advisors, LLC | 0.54% | Add +8.4% | 46,101 | $3.4M |
| Walkner Condon Financial Advisors LLC | 0.60% | Add +2.3% | 43,623 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 43,620 | $3.2M |
| TD Waterhouse Canada Inc. | 0.02% | No change | 43,715 | $3.2M |
| Fiera Capital Corp | 0.01% | Add +9.8% | 43,505 | $3.2M |
| Atlantic Private Wealth, LLC | 2.10% | Add +0.0% | 41,997 | $3.1M |
| Albion Financial Group | 0.19% | Add +0.2% | 39,623 | $2.9M |
| One Wealth Advisors, LLC | 0.39% | Reduce -2.5% | 38,013 | $2.8M |
| Equita Financial Network, Inc. | 1.11% | Reduce -9.2% | 37,531 | $2.8M |
| Cwm, LLC | 0.01% | Add +775.6% | 37,274 | $2.8M |
| Assetmark, Inc. | 0.01% | Add +2.5% | 36,439 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +23.7% | 35,077 | $2.6M |
| Corient Private Wealth LP | 0.00% | Add +1.6% | 33,363 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +51.4% | 33,804 | $2.5M |
| Westfuller Advisors, LLC | 1.33% | Add +1.6% | 31,330 | $2.3M |
| Atwater Malick LLC | 0.74% | Add +5.9% | 31,278 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.0% | 30,511 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.2% | 30,156 | $2.2M |
| Decker Retirement Planning Inc. | 1.29% | Add +38251.3% | 29,914 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.6% | 29,143 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +0.6% | 28,938 | $2.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.0% | 27,698 | $2.1M |
| First Pacific Financial | 0.28% | Reduce -9.5% | 25,343 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -73.5% | 25,110 | $1.9M |
| Parkside Advisors LLC | 0.40% | No change | 24,703 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +29.9% | 23,848 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -5.2% | 22,667 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.5% | 21,078 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 21,058 | $1.6M |
| Horst & Graben Wealth Management LLC | 0.26% | Reduce -4.1% | 21,038 | $1.6M |
| XY Planning Network, Inc. | 0.53% | Reduce -5.5% | 20,837 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.6% | 20,585 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -1.2% | 20,363 | $1.5M |
| Composition Wealth, LLC | 0.02% | New | 19,786 | $1.5M |
| Opes Wealth Management LLC | 0.26% | Reduce -7.0% | 19,755 | $1.5M |
| Gould Asset Management LLC | 0.28% | No change | 19,450 | $1.4M |
| Sharkey, Howes & Javer | 0.18% | Add +2.1% | 18,309 | $1.4M |
| Plancorp, LLC | 0.05% | No change | 18,163 | $1.4M |
| Modern Wealth Management, LLC | 0.03% | Reduce -8.1% | 18,055 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.1% | 17,725 | $1.3M |
| CW Advisors, LLC | 0.01% | Add +14.1% | 17,515 | $1.3M |
| Shotwell Rutter Baer Inc | 0.88% | Add +0.3% | 17,410 | $1.3M |
| Revolve Wealth Partners, LLC | 0.17% | Reduce -0.7% | 17,329 | $1.3M |
| Dohj, LLC | 0.37% | Reduce -38.2% | 18,783 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Add +49.0% | 16,717 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.9% | 16,395 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -12.5% | 16,261 | $1.2M |
| Sofi Wealth, LLC | 0.07% | Add +62.3% | 15,771 | $1.2M |
| Creative Planning | 0.00% | Add +1.1% | 15,597 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | New | 14,382 | $1.1M |
| Financial Advisors, LLC | 0.19% | Add +163.6% | 13,395 | $997K |
| VERITY Wealth Advisors | 0.66% | No change | 13,266 | $988K |
| Lazard Asset Management LLC | 0.00% | No change | 13,209 | $983K |
| Warner Financial, Inc. | 0.40% | Add +23.9% | 13,116 | $976K |
| Prudential PLC | 0.01% | No change | 12,800 | $953K |
| Ally Invest Advisors Inc. | 0.07% | Add +16.3% | 12,428 | $925K |
| Moors & Cabot, Inc. | 0.04% | Add +6.5% | 12,290 | $915K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.2% | 12,279 | $914K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +18.9% | 11,942 | $889K |
| Davis Wealth Advisors, LLC | 0.94% | Reduce -18.0% | 11,936 | $889K |
| Mgo One Seven LLC | 0.03% | Reduce -0.3% | 11,658 | $868K |
| Elios Financial Group Inc. | 0.39% | Reduce -13.6% | 11,537 | $859K |
| Austin Private Wealth, LLC | 0.07% | Reduce -0.3% | 11,528 | $858K |
| Investor's Fiduciary Advisor Network, LLC | 0.31% | Reduce -50.6% | 11,182 | $832K |
| Skyline Advisors, Inc. | 0.30% | Add +0.3% | 11,067 | $824K |
| Magnus Financial Group LLC | 0.07% | Add +1.7% | 10,896 | $811K |
| Diversified Trust Co. | 0.02% | No change | 10,886 | $810K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -7.3% | 10,785 | $803K |
| Urban Financial Advisory Corp | 0.38% | New | 10,263 | $764K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.6% | 9,797 | $729K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.15% | Reduce -8.0% | 9,797 | $729K |
| Betterment LLC | 0.00% | Add +0.5% | 9,728 | $724K |
| Merit Financial Group, LLC | 0.01% | Add +47.5% | 9,609 | $715K |
| Wealth Alliance, LLC | 0.08% | Reduce -0.8% | 9,503 | $707K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.8% | 9,497 | $707K |
| JMG Financial Group, Ltd. | 0.02% | No change | 9,348 | $696K |
"% 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.