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 |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.0% | 9,171 | $683K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -7.1% | 9,155 | $681K |
| RFG Advisory, LLC | 0.02% | Reduce -1.6% | 9,075 | $676K |
| Franklin Resources Inc. | 0.00% | No change | 9,063 | $675K |
| Figure 8 Investment Strategies LLC | 0.64% | New | 8,809 | $656K |
| Arjuna Capital | 0.17% | New | 8,740 | $651K |
| Cerity Partners LLC | 0.00% | New | 8,622 | $642K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.2% | 8,618 | $642K |
| MA Private Wealth | 0.11% | No change | 8,340 | $621K |
| Ascent Group, LLC | 0.02% | New | 8,286 | $617K |
| Optas, LLC | 0.11% | Add +1.0% | 8,097 | $603K |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 7,875 | $586K |
| Regal Investment Advisors LLC | 0.04% | Reduce -6.3% | 7,832 | $583K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.5% | 7,747 | $577K |
| World Investment Advisors | 0.01% | Reduce -1.9% | 7,560 | $563K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -58.8% | 7,205 | $536K |
| Parkworth Wealth Management, Inc. | 0.38% | Add +1.0% | 7,033 | $524K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +2.9% | 6,841 | $509K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -4.8% | 6,762 | $503K |
| Stewardship Advisors, LLC | 0.12% | Reduce -1.8% | 6,423 | $478K |
| Ariadne Wealth Management, LP | 0.23% | Reduce -5.2% | 6,356 | $477K |
| Morgan Stanley | 0.00% | Add +6.6% | 6,387 | $475K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -6.4% | 6,358 | $473K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.6% | 6,251 | $465K |
| Haverford Trust Co | 0.00% | New | 6,054 | $451K |
| One Wealth Capital Management, LLC | 0.21% | Reduce -2.0% | 6,033 | $449K |
| Maia Wealth LLC | 0.08% | Reduce -0.3% | 5,925 | $441K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.6% | 5,865 | $437K |
| Portfolio Design Labs, LLC | 0.08% | New | 5,673 | $422K |
| Keystone Financial Services | 0.14% | Reduce -6.0% | 5,573 | $415K |
| Central Pacific Bank - Trust Division | 0.05% | Add +55.3% | 5,239 | $390K |
| Pathway Financial Advisors LLC | 0.06% | Reduce -3.9% | 5,176 | $385K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.4% | 5,029 | $374K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.6% | 4,819 | $359K |
| Sage Financial Management Group, Inc. | 0.12% | Reduce -1.4% | 4,804 | $358K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,777 | $356K |
| MAI Capital Management | 0.00% | Add +8.4% | 4,761 | $354K |
| MBE Wealth Management, LLC | 0.15% | Reduce -8.3% | 4,589 | $342K |
| Wealthgarden F.S. LLC | 0.28% | Reduce -6.1% | 4,703 | $338K |
| LifePlan Investment Advisors, Inc. | 0.17% | Reduce -13.0% | 4,511 | $336K |
| Connecticut Wealth Management, LLC | 0.01% | Add +21.2% | 4,045 | $301K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -3.1% | 4,000 | $298K |
| Savvy Advisors, Inc. | 0.02% | Reduce -8.8% | 3,937 | $293K |
| Copperleaf Capital, LLC | 0.15% | Reduce -1.4% | 3,934 | $293K |
| Bison Wealth, LLC | 0.02% | Reduce -1.6% | 3,886 | $289K |
| Humankind Investments LLC | 0.07% | Add +19.7% | 3,884 | $289K |
| Eq LLC | 0.11% | Reduce -33.5% | 3,867 | $288K |
| Captrust Financial Advisors | 0.00% | No change | 3,849 | $287K |
| First Horizon Advisors, Inc. | 0.01% | Add +40.3% | 3,767 | $280K |
| Atria Investments, Inc | 0.00% | Reduce -8.3% | 3,714 | $277K |
| Oregon Pacific Wealth Management, LLC | 0.26% | Reduce -0.6% | 3,694 | $275K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,635 | $271K |
| Agf Management Ltd. | 0.00% | Add +5.9% | 3,600 | $268K |
| Lifelong Wealth Advisors, Inc. | 0.09% | Reduce -0.3% | 3,582 | $267K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,576 | $266K |
| Theory Financial LLC | 0.10% | Add +3.3% | 3,671 | $264K |
| Strategic Blueprint, LLC | 0.01% | Reduce -12.2% | 3,476 | $259K |
| Pine Harbor Wealth Management, LLC | 0.09% | No change | 3,460 | $258K |
| National Wealth Management Group, LLC | 0.14% | New | 3,407 | $254K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +0.1% | 3,358 | $250K |
| Mariner, LLC | 0.00% | Reduce -3.2% | 3,301 | $246K |
| Buttonwood Financial Group, LLC | 0.12% | Reduce -1.0% | 3,255 | $240K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -6.6% | 3,112 | $232K |
| West Wealth Group, LLC | 0.06% | Reduce -0.1% | 3,119 | $227K |
| Bank of Montreal | 0.00% | Add +1363.9% | 3,045 | $227K |
| Human Investing LLC | 0.04% | New | 3,013 | $224K |
| Hoxton Planning & Management, LLC | 0.08% | Reduce -17.6% | 2,986 | $222K |
| Quantinno Capital Management LP | 0.00% | New | 2,973 | $221K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -19.5% | 2,965 | $221K |
| &partners | 0.00% | New | 2,924 | $220K |
| First Trust Advisors LP | 0.00% | New | 2,828 | $211K |
| Valmark Advisers, Inc. | 0.00% | New | 2,814 | $209K |
| Zacks Investment Management | 0.00% | New | 2,763 | $206K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -90.0% | 2,757 | $205K |
| WBH Advisory Inc. | 0.02% | New | 2,743 | $204K |
| RKL Wealth Management LLC | 0.02% | New | 2,741 | $204K |
| Aufman Associates Inc | 0.13% | New | 2,728 | $203K |
| Capital Analysts, LLC | 0.01% | Add +3.7% | 2,638 | $196K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -0.9% | 2,613 | $194K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.3% | 2,585 | $192K |
| Arax Advisory Partners | 0.01% | Reduce -50.0% | 2,502 | $186K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,500 | $186K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -1.1% | 2,406 | $179K |
| Keener Financial Planning LLC | 0.09% | No change | 2,416 | $179K |
| Milestone Investment Advisors LLC | 0.05% | No change | 2,351 | $175K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.2% | 2,108 | $157K |
| NBT Bank, N.A. | 0.01% | Add +47.6% | 2,052 | $139K |
| Creative Financial Designs Inc. | 0.01% | Reduce -12.9% | 1,836 | $137K |
| Global Retirement Partners, LLC | 0.00% | — | 1,557 | $116K |
| Raelipskie Partnership | 0.05% | No change | 1,439 | $107K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 1,265 | $94K |
| AE Wealth Management LLC | 0.00% | Reduce -1.2% | 1,261 | $94K |
| Principal Securities, Inc. | 0.00% | Reduce -9.3% | 1,224 | $91K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -6.4% | 1,181 | $88K |
| US Bancorp \de | 0.00% | Add +4.8% | 1,175 | $87K |
| Comerica Bank | 0.00% | No change | 1,131 | $84K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,024 | $76K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 905 | $67K |
| Hanson & Doremus Investment Management | 0.01% | No change | 743 | $55K |
| National Bank of Canada | 0.00% | No change | 679 | $51K |
| Rossby Financial, LCC | 0.02% | Reduce -24.2% | 678 | $50K |
| Tortoise Investment Management, LLC | 0.00% | Add +35.1% | 635 | $47K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 622 | $46K |
| Clarity Asset Management, Inc. | 0.02% | New | 515 | $38K |
| Jones Financial Companies LLLP | 0.00% | Reduce -55.2% | 491 | $37K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 516 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.1% | 402 | $30K |
| Dunhill Financial, LLC | 0.01% | New | 255 | $19K |
| Evolution Wealth Management Inc. | 0.02% | — | 254 | $19K |
| Birchbrook, Inc. | 0.01% | Reduce -4.3% | 247 | $18K |
| WealthTrak Capital Management LLC | 0.02% | Reduce -2.0% | 244 | $18K |
| CVA Family Office, LLC | 0.00% | No change | 197 | $15K |
| Transce3nd, LLC | 0.01% | Reduce -4.0% | 194 | $14K |
| WealthShield Partners, LLC | 0.00% | Reduce -0.6% | 155 | $12K |
| Kilter Group LLC | 0.01% | New | 138 | $10K |
| 1 North Wealth Services LLC | 0.00% | No change | 130 | $10K |
| Ameriflex Group, Inc. | 0.00% | Reduce -31.6% | 106 | $8K |
| Bfsg, LLC | 0.00% | New | 88 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | New | 65 | $5K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 60 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 35 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +20.0% | 30 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 29 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -98.0% | 20 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 11 | $819 |
"% 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.