iShares ESG Advanc MSCI EafeDMXFETF
13F holders, Q3 2025 (September 30)190holders −35
18new positions
45sold out
1famous investor
$75.72avg. 13F price*
At the end of Q3 2025, 190 institutions reported holding iShares ESG Advanc MSCI Eafe (DMXF) in their 13F filings, down 35 from Q2 2025. 18 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($62.3M), IMA Advisory Services, Inc. ($55.3M) and Sei Investments Co. ($24.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $16.6M |
| Exits | 45 | $42.2M |
All 13F filers, Q2 2025 → Q3 2025: 546,242 shares bought and 2,913,809 shares sold, net −2,367,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| BlackRock, Inc. | 0.00% | Reduce -2.9% | 822,021 | $62.3M |
| IMA Advisory Services, Inc. | 5.58% | Add +0.0% | 731,398 | $55.3M |
| Sei Investments Co. | 0.03% | Add +16.1% | 327,454 | $24.8M |
| SigFig Wealth Management, LLC | 0.53% | Reduce -2.0% | 226,716 | $17.1M |
| Flow Traders U.S. LLC | 0.68% | Add +102.3% | 219,181 | $16.6M |
| Allworth Financial LP | 0.06% | Reduce -6.6% | 179,083 | $13.6M |
| Rwa Wealth Partners, LLC | 0.11% | Add +1.0% | 130,471 | $9.9M |
| Morgan Stanley | 0.00% | Add +1315.9% | 90,434 | $6.8M |
| Values Added Financial LLC | 3.00% | Add +17.3% | 89,040 | $6.7M |
| Accredited Investors Inc. | 0.34% | Reduce -0.1% | 79,697 | $6.0M |
| Bailard, Inc. | 0.13% | Add +10.7% | 78,415 | $5.9M |
| Financial Connections Group, Inc. | 2.26% | Add +1.1% | 76,398 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.0% | 69,018 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +1.0% | 68,659 | $5.2M |
| Jane Street Group, LLC | 0.01% | Reduce -9.9% | 67,634 | $5.1M |
| Invera Wealth Advisors, LLC | 3.11% | Reduce -1.3% | 66,681 | $5.1M |
| Citadel Advisors | 0.00% | New | 61,967 | $4.7M |
| Balanced Rock Investment Advisors LLC | 3.41% | Add +1.3% | 61,667 | $4.7M |
| LPL Financial LLC | 0.00% | Reduce -82.5% | 60,164 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | New | 57,727 | $4.4M |
| UBS Group AG | 0.00% | Reduce -8.8% | 54,863 | $4.2M |
| Regatta Capital Group, LLC | 0.59% | Add +3.0% | 49,625 | $3.8M |
| Klaas Financial Asset Advisors, LLC | 0.54% | Add +3.4% | 47,648 | $3.6M |
| Cwm, LLC | 0.01% | Add +24.4% | 46,356 | $3.5M |
| FMR LLC | 0.00% | Reduce -8.9% | 44,518 | $3.4M |
| TD Waterhouse Canada Inc. | 0.02% | No change | 43,715 | $3.3M |
| Walkner Condon Financial Advisors LLC | 0.53% | Add +0.6% | 43,882 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 43,532 | $3.3M |
| Atlantic Private Wealth, LLC | 2.06% | Add +0.0% | 42,007 | $3.2M |
| Albion Financial Group | 0.18% | Add +0.1% | 39,641 | $3.0M |
| Cetera Investment Advisers | 0.00% | Reduce -67.5% | 39,321 | $3.0M |
| Equita Financial Network, Inc. | 0.96% | Reduce -0.5% | 37,346 | $2.8M |
| Baillie Gifford & Co. | 0.00% | New | 35,400 | $2.7M |
| Corient Private Wealth LP | 0.00% | Add +2.8% | 34,290 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.0% | 33,111 | $2.5M |
| Atwater Malick LLC | 0.70% | Add +1.7% | 31,818 | $2.4M |
| Westfuller Advisors, LLC | 1.08% | No change | 31,330 | $2.4M |
| Arjuna Capital | 0.55% | Add +234.5% | 29,238 | $2.2M |
| Decker Retirement Planning Inc. | 1.18% | Reduce -5.2% | 28,370 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.1% | 28,326 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.3% | 27,984 | $2.1M |
| Fiera Capital Corp | 0.01% | Reduce -42.5% | 25,015 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -17.4% | 24,911 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -15.3% | 23,473 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -98.4% | 23,401 | $1.8M |
| Bank of America Corp. | 0.00% | Add +1.0% | 22,896 | $1.7M |
| Sofi Wealth, LLC | 0.09% | Add +42.2% | 22,428 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.7% | 21,836 | $1.7M |
| XY Planning Network, Inc. | 0.53% | No change | 20,837 | $1.6M |
| Modern Wealth Management, LLC | 0.03% | Add +12.5% | 20,305 | $1.5M |
| First Pacific Financial | 0.21% | Reduce -20.8% | 20,071 | $1.5M |
| Opes Wealth Management LLC | 0.26% | Add +0.3% | 19,820 | $1.5M |
| Shotwell Rutter Baer Inc | 0.96% | Add +11.1% | 19,346 | $1.5M |
| Gould Asset Management LLC | 0.27% | No change | 19,450 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +15.8% | 18,988 | $1.4M |
| Plancorp, LLC | 0.04% | No change | 18,163 | $1.4M |
| Revolve Wealth Partners, LLC | 0.16% | Reduce -0.5% | 17,249 | $1.3M |
| One Wealth Advisors, LLC | 0.16% | Reduce -55.5% | 16,929 | $1.3M |
| Creative Planning | 0.00% | Add +1.6% | 15,848 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -2.6% | 14,012 | $1.1M |
| Warner Financial, Inc. | 0.40% | Add +6.8% | 14,007 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 13,681 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -42.9% | 13,611 | $1.0M |
| Ally Invest Advisors Inc. | 0.07% | Add +7.9% | 13,412 | $1.0M |
| Financial Advisors, LLC | 0.18% | No change | 13,395 | $1.0M |
| VERITY Wealth Advisors | 0.63% | No change | 13,266 | $1.0M |
| Lazard Asset Management LLC | 0.00% | No change | 13,209 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -40.4% | 12,142 | $920K |
| Moors & Cabot, Inc. | 0.04% | Reduce -1.3% | 12,134 | $919K |
| HRT Financial LP | 0.00% | New | 11,971 | $906K |
| Farther Finance Advisors, LLC | 0.01% | Add +25.5% | 11,512 | $872K |
| Skyline Advisors, Inc. | 0.29% | Add +1.8% | 11,262 | $853K |
| Diversified Trust Co. | 0.02% | No change | 10,886 | $825K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -64.0% | 10,476 | $793K |
| Magnus Financial Group LLC | 0.06% | Reduce -4.5% | 10,400 | $788K |
| MML Investors Services, LLC | 0.00% | Reduce -87.9% | 10,290 | $779K |
| Urban Financial Advisory Corp | 0.36% | No change | 10,263 | $777K |
| Figure 8 Investment Strategies LLC | 0.69% | Add +16.0% | 10,221 | $774K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.0% | 9,895 | $749K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.14% | Reduce -0.9% | 9,707 | $735K |
| Raymond James Financial Inc. | 0.00% | Add +20.3% | 9,476 | $718K |
| Betterment LLC | 0.00% | Reduce -4.9% | 9,249 | $701K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -1.2% | 9,236 | $700K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 9,155 | $693K |
| Franklin Resources Inc. | 0.00% | No change | 9,063 | $686K |
| Cerity Partners LLC | 0.00% | No change | 8,622 | $653K |
| RFG Advisory, LLC | 0.01% | Reduce -10.4% | 8,127 | $616K |
| MA Private Wealth | 0.10% | Reduce -4.5% | 7,961 | $603K |
| MAI Capital Management | 0.00% | Add +62.3% | 7,726 | $585K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -64.4% | 7,505 | $568K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.2% | 7,307 | $553K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Add +1.1% | 7,284 | $552K |
| Prudential PLC | 0.00% | Reduce -45.3% | 7,000 | $530K |
| Savant Capital, LLC | 0.00% | New | 6,743 | $511K |
| Stewardship Advisors, LLC | 0.12% | Add +3.2% | 6,628 | $502K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -81.7% | 6,406 | $485K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 6,358 | $482K |
| Ariadne Wealth Management, LP | 0.21% | Reduce -2.3% | 6,212 | $476K |
| Freedom Investment Management, Inc. | 0.12% | Reduce -42.6% | 6,193 | $469K |
| Haverford Trust Co | 0.00% | No change | 6,054 | $459K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -11.9% | 5,960 | $451K |
| Two Sigma Securities, LLC | 0.07% | New | 5,956 | $451K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.5% | 5,909 | $448K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -67.7% | 5,723 | $433K |
| Keystone Financial Services | 0.13% | Add +1.3% | 5,647 | $428K |
| Pathway Financial Advisors LLC | 0.06% | Add +7.9% | 5,583 | $423K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 5,582 | $423K |
| Central Pacific Bank - Trust Division | 0.05% | No change | 5,239 | $397K |
| Private Advisor Group, LLC | 0.00% | Add +0.8% | 5,069 | $384K |
| RCS Financial Planning, LLC | 0.16% | New | 4,886 | $370K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 4,765 | $366K |
| Sage Financial Management Group, Inc. | 0.12% | No change | 4,804 | $364K |
| Optas, LLC | 0.06% | Reduce -42.0% | 4,697 | $356K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.1% | 4,526 | $343K |
| Humankind Investments LLC | 0.07% | Add +8.4% | 4,209 | $319K |
| Ascent Group, LLC | 0.01% | Reduce -49.4% | 4,190 | $317K |
| Composition Wealth, LLC | 0.00% | Reduce -79.4% | 4,069 | $308K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 4,045 | $306K |
| Captrust Financial Advisors | 0.00% | Add +3.7% | 3,991 | $302K |
| Savvy Advisors, Inc. | 0.01% | Add +0.2% | 3,944 | $299K |
| Eq LLC | 0.10% | No change | 3,867 | $293K |
| Portfolio Design Labs, LLC | 0.05% | Reduce -33.6% | 3,766 | $285K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +5.0% | 3,755 | $284K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -36.3% | 3,734 | $283K |
| Agf Management Ltd. | 0.00% | Add +2.8% | 3,700 | $280K |
| Oregon Pacific Wealth Management, LLC | 0.24% | No change | 3,694 | $280K |
| Human Investing LLC | 0.04% | Add +21.5% | 3,661 | $277K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,635 | $275K |
| MBE Wealth Management, LLC | 0.12% | Reduce -21.8% | 3,591 | $272K |
| Lifelong Wealth Advisors, Inc. | 0.08% | Add +0.0% | 3,583 | $271K |
| National Wealth Management Group, LLC | 0.10% | Add +2.9% | 3,506 | $266K |
| Pine Harbor Wealth Management, LLC | 0.08% | No change | 3,460 | $262K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +1.7% | 3,416 | $259K |
| Mariner, LLC | 0.00% | Reduce -5.1% | 3,132 | $237K |
| West Wealth Group, LLC | 0.05% | Reduce -2.2% | 3,049 | $233K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -1.9% | 3,053 | $231K |
| Valmark Advisers, Inc. | 0.00% | Add +6.3% | 2,991 | $227K |
| Quantinno Capital Management LP | 0.00% | No change | 2,973 | $225K |
| Strategic Blueprint, LLC | 0.01% | Reduce -15.0% | 2,956 | $224K |
| Park Avenue Securities LLC | 0.00% | New | 2,897 | $219K |
| Zacks Investment Management | 0.00% | No change | 2,763 | $209K |
| RKL Wealth Management LLC | 0.02% | No change | 2,741 | $208K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -89.1% | 2,730 | $207K |
| Aufman Associates Inc | 0.12% | No change | 2,728 | $207K |
| NorthRock Partners, LLC | 0.00% | New | 2,689 | $204K |
| Spectrum Planning & Advisory Services Inc. | 0.11% | New | 2,685 | $203K |
| Aire Advisors, LLC | 0.04% | New | 2,676 | $203K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 2,613 | $198K |
| GeoWealth Management, LLC | 0.01% | Reduce -84.6% | 2,575 | $195K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,500 | $189K |
| Keener Financial Planning LLC | 0.08% | No change | 2,416 | $182K |
| Milestone Investment Advisors LLC | 0.04% | No change | 2,351 | $178K |
| Assetmark, Inc. | 0.00% | Reduce -93.8% | 2,253 | $171K |
| Rossmore Private Capital | 0.02% | New | 2,218 | $168K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -5.7% | 1,987 | $150K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,663 | $126K |
| Harbour Investments, Inc. | 0.00% | Reduce -39.5% | 1,563 | $118K |
| Raelipskie Partnership | 0.05% | No change | 1,439 | $109K |
| NBT Bank, N.A. | 0.01% | Reduce -44.0% | 1,148 | $105K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 1,265 | $96K |
| Principal Securities, Inc. | 0.00% | No change | 1,224 | $93K |
| US Bancorp \de | 0.00% | No change | 1,175 | $89K |
| Global Retirement Partners, LLC | 0.00% | Reduce -36.6% | 987 | $75K |
| Bank of Montreal | 0.00% | Reduce -70.3% | 904 | $68K |
| Hanson & Doremus Investment Management | 0.01% | Add +1.8% | 756 | $57K |
| Rossby Financial, LCC | 0.02% | No change | 678 | $52K |
| National Bank of Canada | 0.00% | No change | 679 | $51K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 664 | $50K |
| Tortoise Investment Management, LLC | 0.00% | No change | 635 | $48K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 622 | $47K |
| Clarity Asset Management, Inc. | 0.02% | No change | 515 | $39K |
| Jones Financial Companies LLLP | 0.00% | Reduce -29.9% | 344 | $26K |
| Dunhill Financial, LLC | 0.01% | No change | 255 | $19K |
| Evolution Wealth Management Inc. | 0.02% | No change | 254 | $19K |
| Birchbrook, Inc. | 0.01% | No change | 247 | $19K |
| Creative Financial Designs Inc. | 0.00% | Reduce -88.0% | 220 | $17K |
| CVA Family Office, LLC | 0.00% | No change | 197 | $15K |
| Noble Wealth Management PBC | 0.01% | — | 166 | $13K |
| 1 North Wealth Services LLC | 0.00% | No change | 130 | $10K |
| Bfsg, LLC | 0.00% | No change | 88 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 60 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Add +69.0% | 49 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 36 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 35 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -5.0% | 19 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 16 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -56.7% | 13 | $980 |
| Parallel Advisors, LLC | 0.00% | No change | 11 | $833 |
| Kilter Group LLC | 0.00% | Reduce -92.8% | 10 | $758 |
| AE Wealth Management LLC | 0.00% | Reduce -99.4% | 7 | $530 |
"% 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.