iShares ESG Advanc MSCI EafeDMXFETF
13F holders, Q1 2026 (March 31)245holders +50
60new positions
9sold out
$75.48avg. 13F price*
At the end of Q1 2026, 245 institutions reported holding iShares ESG Advanc MSCI Eafe (DMXF) in their 13F filings, up 50 from Q4 2025. 60 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($83.5M), BlackRock, Inc. ($63.5M) and IMA Advisory Services, Inc. ($55.5M).
- Company
- iShares ESG Advanc MSCI Eafe
- CUSIP
- 46436E759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $64.3M |
| Exits | 9 | $5.6M |
All 13F filers, Q4 2025 → Q1 2026: 2,926,824 shares bought and 412,039 shares sold, net +2,514,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| Envestnet Asset Management Inc. | 0.02% | Add +7839.2% | 1,106,724 | $83.5M |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 840,981 | $63.5M |
| IMA Advisory Services, Inc. | 5.42% | Add +0.5% | 736,635 | $55.5M |
| Sei Investments Co. | 0.03% | Add +4.6% | 373,978 | $28.2M |
| LPL Financial LLC | 0.01% | Add +322.7% | 359,463 | $27.1M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 9.40% | Add +0.7% | 237,333 | $17.9M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | New | 212,249 | $16.0M |
| JPMorgan Chase & Co. | 0.00% | Add +235.5% | 210,684 | $15.4M |
| Allworth Financial LP | 0.05% | Add +0.6% | 178,041 | $13.4M |
| Rwa Wealth Partners, LLC | 0.12% | Add +2.8% | 149,197 | $11.3M |
| Susquehanna International Group, LLP | 0.01% | Add +165.8% | 141,877 | $10.7M |
| Cetera Investment Advisers | 0.01% | Add +177.2% | 111,097 | $8.4M |
| Park Avenue Securities LLC | 0.06% | New | 107,325 | $8.1M |
| Values Added Financial LLC | 3.38% | Add +11.0% | 106,524 | $8.0M |
| Bailard, Inc. | 0.18% | Add +15.9% | 104,179 | $7.9M |
| Accredited Investors Inc. | 0.34% | Add +1.5% | 84,629 | $6.4M |
| Apella Capital, LLC | 0.09% | New | 75,723 | $6.2M |
| Financial Connections Group, Inc. | 1.97% | Reduce -2.5% | 75,280 | $5.7M |
| Clearstead Advisors, LLC | 0.05% | New | 74,514 | $5.6M |
| Invera Wealth Advisors, LLC | 3.22% | Add +1.8% | 66,487 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Add +1.8% | 63,563 | $4.8M |
| Balanced Rock Investment Advisors LLC | 3.30% | Add +0.5% | 62,331 | $4.7M |
| Regatta Capital Group, LLC | 0.65% | Add +5.4% | 57,193 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +414.7% | 55,834 | $4.2M |
| Cwm, LLC | 0.01% | Add +14.7% | 55,675 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 55,477 | $4.2M |
| UBS Group AG | 0.00% | Reduce -2.4% | 54,086 | $4.1M |
| SeedSafe Financial LLC | 3.15% | Add +17.9% | 50,656 | $3.8M |
| Walkner Condon Financial Advisors LLC | 0.49% | Add +2.6% | 49,039 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +21.7% | 48,493 | $3.7M |
| Modern Wealth Management, LLC | 0.06% | Add +63.2% | 47,067 | $3.6M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 43,715 | $3.3M |
| Atlantic Private Wealth, LLC | 2.18% | Add +5.2% | 44,188 | $3.3M |
| FMR LLC | 0.00% | Add +6.5% | 43,330 | $3.3M |
| Equita Financial Network, Inc. | 0.94% | Add +2.6% | 39,420 | $3.0M |
| Albion Financial Group | 0.19% | Add +0.1% | 38,494 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +493.4% | 37,998 | $2.9M |
| Fiera Capital Corp | 0.01% | Add +13.2% | 34,315 | $2.6M |
| Decker Retirement Planning Inc. | 1.17% | Add +9.9% | 34,257 | $2.6M |
| Sofi Wealth, LLC | 0.12% | Add +23.2% | 33,590 | $2.5M |
| Atwater Malick LLC | 0.68% | Add +2.9% | 33,203 | $2.5M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +136.5% | 33,138 | $2.5M |
| Corient Private Wealth LP | 0.00% | Add +3.2% | 33,053 | $2.5M |
| Westfuller Advisors, LLC | 1.05% | No change | 32,379 | $2.4M |
| Arjuna Capital | 0.60% | Add +6.3% | 31,078 | $2.3M |
| NorthRock Partners, LLC | 0.04% | Add +8.7% | 30,772 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +102.5% | 30,298 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.1% | 29,546 | $2.2M |
| One Wealth Advisors, LLC | 0.28% | Add +105.5% | 29,406 | $2.2M |
| Assetmark, Inc. | 0.00% | Add +1343.9% | 29,397 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.6% | 28,494 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.9% | 26,140 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +364.4% | 25,372 | $1.9M |
| XY Planning Network, Inc. | 0.30% | Add +3.3% | 24,815 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +14.7% | 23,880 | $1.8M |
| Archer Investment Management, LLC | 0.75% | New | 23,526 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +99.5% | 23,434 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.3% | 22,119 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 21,975 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.6% | 21,227 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +141.1% | 21,190 | $1.6M |
| Gould Asset Management LLC | 0.27% | Add +6.3% | 20,670 | $1.6M |
| Opes Wealth Management LLC | 0.27% | Add +3.1% | 20,590 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +1.9% | 20,113 | $1.5M |
| Shotwell Rutter Baer Inc | 0.87% | Add +0.2% | 19,663 | $1.5M |
| First Pacific Financial | 0.19% | Reduce -0.2% | 19,292 | $1.5M |
| Plancorp, LLC | 0.04% | No change | 18,163 | $1.4M |
| Warner Financial, Inc. | 0.48% | Add +21.3% | 18,583 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +143.1% | 18,517 | $1.4M |
| GeoWealth Management, LLC | 0.05% | New | 18,242 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +110.9% | 18,183 | $1.4M |
| Revolve Wealth Partners, LLC | 0.18% | Reduce -0.6% | 18,137 | $1.4M |
| Figure 8 Investment Strategies LLC | 1.25% | Add +3.4% | 16,910 | $1.3M |
| Horst & Graben Wealth Management LLC | 0.17% | New | 15,788 | $1.3M |
| Creative Planning | 0.00% | Reduce -2.3% | 16,628 | $1.3M |
| Merit Financial Group, LLC | 0.01% | New | 16,496 | $1.2M |
| Lido Advisors, LLC | 0.00% | New | 16,071 | $1.2M |
| Cornerstone Financial Management LLC | 1.10% | Add +0.9% | 15,937 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | New | 15,872 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | New | 15,143 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +37.3% | 15,072 | $1.1M |
| GTS Securities LLC | 0.04% | New | 14,942 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | New | 14,792 | $1.1M |
| Sharkey, Howes & Javer | 0.15% | New | 14,610 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +6.3% | 14,020 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +53.8% | 13,941 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +26.0% | 13,662 | $1.0M |
| Summit Wealth Group LLC / Co. | 0.11% | Add +1.2% | 13,467 | $1.0M |
| VERITY Wealth Advisors | 0.67% | Add +0.5% | 13,336 | $1.0M |
| Lazard Asset Management LLC | 0.00% | No change | 13,209 | $997K |
| Raymond James Financial Inc. | 0.00% | Add +102.2% | 12,861 | $970K |
| Moors & Cabot, Inc. | 0.04% | Add +0.9% | 12,837 | $969K |
| Ally Invest Advisors Inc. | 0.06% | Add +1.3% | 12,510 | $944K |
| Diversified Trust Co. | 0.02% | No change | 12,276 | $926K |
| SigFig Wealth Management, LLC | 0.03% | Reduce -95.0% | 11,780 | $889K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 11,648 | $879K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +155.6% | 11,575 | $873K |
| Urban Financial Advisory Corp | 0.28% | No change | 10,606 | $800K |
| Magnus Financial Group LLC | 0.06% | Reduce -1.4% | 10,524 | $794K |
| NewEdge Advisors, LLC | 0.00% | Reduce -58.4% | 10,490 | $791K |
"% 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.