iShares ESG Advanc MSCI EafeDMXFETF
13F holders, Q4 2025 (December 31)195holders +5
15new positions
18sold out
$75.17avg. 13F price*
At the end of Q4 2025, 195 institutions reported holding iShares ESG Advanc MSCI Eafe (DMXF) in their 13F filings, up 5 from Q3 2025. 15 opened new positions and 18 sold out. The largest holders were BlackRock, Inc. ($63.5M), IMA Advisory Services, Inc. ($55.0M) and Sei Investments Co. ($26.9M).
- Company
- iShares ESG Advanc MSCI Eafe
- CUSIP
- 46436E759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.8M |
| Exits | 18 | $12.3M |
All 13F filers, Q3 2025 → Q4 2025: 316,285 shares bought and 556,387 shares sold, net −240,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| BlackRock, Inc. | 0.00% | Add +2.8% | 844,783 | $63.5M |
| IMA Advisory Services, Inc. | 5.29% | Add +0.2% | 732,980 | $55.0M |
| Sei Investments Co. | 0.03% | Add +9.2% | 357,561 | $26.9M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 9.26% | — | 235,791 | $17.7M |
| SigFig Wealth Management, LLC | 0.52% | Add +2.8% | 233,148 | $17.5M |
| Allworth Financial LP | 0.05% | Reduce -1.2% | 176,920 | $13.3M |
| Rwa Wealth Partners, LLC | 0.12% | Add +11.2% | 145,106 | $10.9M |
| Values Added Financial LLC | 3.04% | Add +7.8% | 95,967 | $7.2M |
| Bailard, Inc. | 0.15% | Add +14.6% | 89,862 | $6.8M |
| LPL Financial LLC | 0.00% | Add +41.3% | 85,031 | $6.4M |
| Accredited Investors Inc. | 0.33% | Add +4.7% | 83,409 | $6.3M |
| Financial Connections Group, Inc. | 1.99% | Add +1.0% | 77,169 | $5.8M |
| Invera Wealth Advisors, LLC | 3.10% | Reduce -2.0% | 65,321 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.0% | 62,796 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.1% | 62,447 | $4.7M |
| Balanced Rock Investment Advisors LLC | 3.31% | Add +0.6% | 62,024 | $4.7M |
| Flow Traders U.S. LLC | 0.14% | Reduce -73.4% | 58,319 | $4.4M |
| UBS Group AG | 0.00% | Add +1.0% | 55,410 | $4.2M |
| Regatta Capital Group, LLC | 0.62% | Add +9.4% | 54,272 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -7.5% | 53,382 | $4.0M |
| Cwm, LLC | 0.01% | Add +4.8% | 48,562 | $3.6M |
| Walkner Condon Financial Advisors LLC | 0.50% | Add +8.9% | 47,802 | $3.6M |
| Klaas Financial Asset Advisors, LLC | 0.50% | Reduce -4.3% | 45,614 | $3.4M |
| TD Waterhouse Canada Inc. | 0.02% | No change | 43,715 | $3.3M |
| SeedSafe Financial LLC | 2.86% | — | 42,960 | $3.2M |
| Atlantic Private Wealth, LLC | 2.02% | Add +0.0% | 42,022 | $3.2M |
| FMR LLC | 0.00% | Reduce -8.6% | 40,698 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 40,072 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -8.5% | 39,844 | $3.0M |
| Albion Financial Group | 0.18% | Reduce -3.0% | 38,445 | $2.9M |
| Equita Financial Network, Inc. | 0.87% | Add +2.9% | 38,422 | $2.9M |
| Bank of Montreal | 0.00% | Add +3551.4% | 33,009 | $2.5M |
| Westfuller Advisors, LLC | 0.98% | Add +3.4% | 32,379 | $2.4M |
| Atwater Malick LLC | 0.67% | Add +1.4% | 32,273 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -6.6% | 32,026 | $2.4M |
| Decker Retirement Planning Inc. | 1.16% | Add +9.9% | 31,168 | $2.3M |
| Fiera Capital Corp | 0.01% | Add +21.2% | 30,315 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.8% | 29,860 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +982.8% | 29,560 | $2.2M |
| Arjuna Capital | 0.54% | No change | 29,238 | $2.2M |
| Modern Wealth Management, LLC | 0.04% | Add +42.0% | 28,841 | $2.2M |
| NorthRock Partners, LLC | 0.04% | Add +952.7% | 28,307 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.0% | 27,479 | $2.1M |
| Sofi Wealth, LLC | 0.10% | Add +21.6% | 27,270 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +1.1% | 25,196 | $1.9M |
| XY Planning Network, Inc. | 0.31% | Add +15.3% | 24,019 | $1.8M |
| Bank of America Corp. | 0.00% | Add +3.9% | 23,788 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.8% | 22,879 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +9.6% | 20,819 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.5% | 20,298 | $1.5M |
| Shotwell Rutter Baer Inc | 0.91% | Add +1.4% | 19,618 | $1.5M |
| Opes Wealth Management LLC | 0.25% | Add +0.8% | 19,970 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -70.8% | 19,744 | $1.5M |
| Gould Asset Management LLC | 0.26% | No change | 19,450 | $1.5M |
| First Pacific Financial | 0.19% | Reduce -3.7% | 19,329 | $1.5M |
| Revolve Wealth Partners, LLC | 0.16% | Add +5.8% | 18,242 | $1.4M |
| Plancorp, LLC | 0.04% | No change | 18,163 | $1.4M |
| Creative Planning | 0.00% | Add +7.3% | 17,010 | $1.3M |
| Figure 8 Investment Strategies LLC | 1.09% | Add +60.0% | 16,351 | $1.2M |
| Cornerstone Financial Management LLC | 1.12% | — | 15,801 | $1.2M |
| Warner Financial, Inc. | 0.40% | Add +9.4% | 15,319 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +9.4% | 14,962 | $1.1M |
| One Wealth Advisors, LLC | 0.13% | Reduce -15.5% | 14,310 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | No change | 14,012 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -40.4% | 13,940 | $1.0M |
| Summit Wealth Group LLC / Co. | 0.13% | New | 13,307 | $1.0M |
| VERITY Wealth Advisors | 0.62% | No change | 13,266 | $997K |
| Lazard Asset Management LLC | 0.00% | No change | 13,209 | $993K |
| Farther Finance Advisors, LLC | 0.01% | Add +14.5% | 13,183 | $991K |
| Moors & Cabot, Inc. | 0.04% | Add +4.8% | 12,716 | $956K |
| Ally Invest Advisors Inc. | 0.06% | Reduce -8.0% | 12,344 | $928K |
| Diversified Trust Co. | 0.02% | Add +12.8% | 12,276 | $923K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -13.7% | 11,746 | $883K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.6% | 10,979 | $825K |
| MML Investors Services, LLC | 0.00% | Add +5.4% | 10,847 | $815K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +9.6% | 10,840 | $815K |
| Magnus Financial Group LLC | 0.06% | Add +2.7% | 10,679 | $803K |
| Urban Financial Advisory Corp | 0.31% | Add +3.3% | 10,606 | $797K |
| Skyline Advisors, Inc. | 0.26% | Reduce -9.6% | 10,181 | $765K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -0.5% | 9,190 | $691K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 9,155 | $688K |
| Franklin Resources Inc. | 0.00% | No change | 9,063 | $681K |
| Betterment LLC | 0.00% | Reduce -3.9% | 8,889 | $668K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.1% | 8,789 | $661K |
| Cerity Partners LLC | 0.00% | No change | 8,622 | $648K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.11% | Reduce -15.4% | 8,216 | $618K |
| MA Private Wealth | 0.10% | Add +0.5% | 7,997 | $601K |
| MAI Capital Management | 0.00% | Add +3.1% | 7,967 | $599K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.5% | 7,616 | $572K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Add +4.2% | 7,592 | $571K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.1% | 7,224 | $543K |
| Stewardship Advisors, LLC | 0.12% | Add +5.3% | 6,980 | $525K |
| Savant Capital, LLC | 0.00% | Add +3.4% | 6,969 | $524K |
| Morgan Stanley | 0.00% | Reduce -92.3% | 6,918 | $520K |
| Ariadne Wealth Management, LP | 0.21% | Add +0.8% | 6,259 | $508K |
| Avise Financial Cooperative, Inc. | 0.46% | — | 6,750 | $507K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.0% | 6,404 | $481K |
| Raymond James Financial Inc. | 0.00% | Reduce -32.9% | 6,360 | $478K |
| Mariner, LLC | 0.00% | Add +102.1% | 6,331 | $476K |
| Pathway Financial Advisors LLC | 0.06% | Add +6.3% | 5,934 | $460K |
"% 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.