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 |
| Mgo One Seven LLC | 0.02% | New | 10,045 | $758K |
| Skyline Advisors, Inc. | 0.26% | Reduce -2.8% | 9,892 | $746K |
| Mariner, LLC | 0.00% | Add +55.2% | 9,823 | $741K |
| Davis Wealth Advisors, LLC | 0.60% | New | 9,582 | $723K |
| JMG Financial Group, Ltd. | 0.02% | Add +0.4% | 9,229 | $696K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 9,155 | $691K |
| Morgan Stanley | 0.00% | Add +31.4% | 9,087 | $686K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.11% | Add +0.2% | 8,232 | $621K |
| Optas, LLC | 0.09% | Add +73.3% | 8,094 | $611K |
| MAI Capital Management | 0.00% | Add +0.7% | 8,019 | $605K |
| MA Private Wealth | 0.10% | No change | 7,997 | $603K |
| Klaas Financial Asset Advisors, LLC | 0.08% | Reduce -82.8% | 7,824 | $590K |
| RFG Advisory, LLC | 0.01% | Add +165.4% | 7,648 | $577K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.5% | 7,330 | $553K |
| Stewardship Advisors, LLC | 0.12% | Add +1.9% | 7,113 | $537K |
| Savant Capital, LLC | 0.00% | Reduce -0.1% | 6,965 | $526K |
| Investor's Fiduciary Advisor Network, LLC | 0.16% | New | 6,881 | $519K |
| Avise Financial Cooperative, Inc. | 0.42% | Reduce -0.3% | 6,732 | $508K |
| Betterment LLC | 0.00% | Reduce -25.4% | 6,635 | $501K |
| World Investment Advisors | 0.01% | New | 6,390 | $482K |
| Private Advisor Group, LLC | 0.00% | Add +22.8% | 6,390 | $482K |
| Gateway Wealth Partners, LLC | 0.02% | New | 6,195 | $467K |
| Ariadne Wealth Management, LP | 0.21% | Reduce -1.6% | 6,159 | $465K |
| Haverford Trust Co | 0.00% | No change | 6,054 | $457K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.2% | 6,051 | $457K |
| Golden State Wealth Management, LLC | 0.05% | Add +0.3% | 6,017 | $454K |
| Pathway Financial Advisors LLC | 0.06% | No change | 5,934 | $451K |
| Wealth Alliance, LLC | 0.04% | New | 5,899 | $445K |
| Central Pacific Bank - Trust Division | 0.06% | No change | 5,853 | $442K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 5,767 | $435K |
| Financially in Tune, LLC | 0.37% | No change | 5,760 | $435K |
| Ameritas Advisory Services, LLC | 0.02% | Add +4.0% | 5,608 | $423K |
| Ascent Group, LLC | 0.01% | Add +33.8% | 5,545 | $418K |
| Regal Investment Advisors LLC | 0.02% | New | 5,411 | $408K |
| OpenArc Corporate Advisory, LLC | 0.01% | New | 5,379 | $406K |
| CreativeOne Wealth, LLC | 0.01% | Add +39.8% | 5,240 | $395K |
| Connecticut Wealth Management, LLC | 0.02% | Add +7.4% | 4,761 | $359K |
| Sage Financial Management Group, Inc. | 0.11% | Reduce -5.3% | 4,574 | $345K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -21.5% | 4,485 | $338K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -4.2% | 4,388 | $331K |
| National Wealth Management Group, LLC | 0.12% | Add +23.5% | 4,359 | $329K |
| Brookstone Capital Management | 0.00% | New | 4,262 | $322K |
| CoreCap Advisors, LLC | 0.01% | Reduce -12.4% | 4,124 | $313K |
| One Wealth Capital Management, LLC | 0.14% | New | 3,930 | $312K |
| Composition Wealth, LLC | 0.00% | No change | 4,105 | $310K |
| Agf Management Ltd. | 0.00% | Reduce -4.7% | 4,100 | $309K |
| Brown Advisory Inc. | 0.00% | New | 4,000 | $302K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.0% | 3,970 | $300K |
| PFG Investments, LLC | 0.01% | Add +35.2% | 3,933 | $297K |
| LifePlan Investment Advisors, Inc. | 0.11% | New | 3,876 | $292K |
| Savvy Advisors, Inc. | 0.01% | Reduce -4.5% | 3,866 | $292K |
| Wealthgarden F.S. LLC | 0.20% | New | 3,847 | $290K |
| Keystone Financial Services | 0.09% | New | 3,847 | $290K |
| Navigation Group, LLC | 0.07% | — | 3,832 | $289K |
| McCarter Private Wealth Services LLC | 0.12% | No change | 3,776 | $285K |
| Fortis Capital Advisors, LLC | 0.04% | New | 3,776 | $285K |
| Belpointe Asset Management LLC | 0.01% | New | 3,776 | $285K |
| Atria Investments, Inc | 0.00% | New | 3,767 | $284K |
| Portfolio Design Labs, LLC | 0.05% | No change | 3,766 | $284K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,635 | $274K |
| Human Investing LLC | 0.04% | Reduce -0.7% | 3,607 | $272K |
| &partners | 0.00% | New | 3,540 | $267K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 3,497 | $264K |
| Pine Harbor Wealth Management, LLC | 0.08% | No change | 3,460 | $261K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 3,429 | $259K |
| RCS Financial Planning, LLC | 0.13% | New | 3,396 | $256K |
| Hoxton Planning & Management, LLC | 0.08% | New | 3,388 | $256K |
| Old Second National Bank of Aurora | 0.05% | No change | 3,280 | $247K |
| Freedom Investment Management, Inc. | 0.07% | New | 3,105 | $234K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 3,028 | $228K |
| West Wealth Group, LLC | 0.04% | Reduce -2.5% | 3,007 | $227K |
| Theory Financial LLC | 0.08% | New | 3,000 | $226K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,991 | $226K |
| Quantinno Capital Management LP | 0.00% | No change | 2,973 | $224K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | New | 2,874 | $217K |
| Diversify Wealth Management, LLC | 0.00% | New | 2,741 | $216K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 2,859 | $216K |
| RKL Wealth Management LLC | 0.02% | No change | 2,833 | $214K |
| Aufman Associates Inc | 0.10% | No change | 2,819 | $213K |
| Cornerstone Planning Group LLC | 0.03% | New | 2,602 | $210K |
| J. Mark Nickell & Co. | 0.19% | No change | 2,775 | $209K |
| Zacks Investment Management | 0.00% | No change | 2,763 | $208K |
| Aire Advisors, LLC | 0.04% | No change | 2,692 | $203K |
| Godfrey Financial Associates, Inc. | 0.17% | Add +6.4% | 2,566 | $194K |
| Arax Advisory Partners | 0.01% | Reduce -6.2% | 2,502 | $189K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,500 | $189K |
| Milestone Investment Advisors LLC | 0.04% | No change | 2,335 | $176K |
| Rossmore Private Capital | 0.01% | No change | 2,218 | $167K |
| Capital Analysts, LLC | 0.00% | New | 2,152 | $162K |
| Prudential PLC | 0.00% | Reduce -63.3% | 2,095 | $158K |
| Jones Financial Companies LLLP | 0.00% | Add +490.1% | 2,142 | $156K |
| US Bancorp \de | 0.00% | Add +1.9% | 2,002 | $151K |
| Harbour Investments, Inc. | 0.00% | Add +75.8% | 1,993 | $150K |
| NBT Bank, N.A. | 0.01% | Add +15.5% | 1,815 | $137K |
| Ascentis Independent Advisors | 0.01% | Reduce -39.4% | 1,765 | $133K |
| Physician Wealth Advisors, Inc. | 0.02% | Reduce -27.7% | 1,702 | $128K |
| Bank of Montreal | 0.00% | Reduce -94.9% | 1,683 | $127K |
| Gen-Wealth Partners Inc | 0.04% | New | 1,643 | $124K |
| CDKV Holdings LLC | 0.10% | No change | 1,485 | $112K |
| Acropolis Investment Management, LLC | 0.00% | New | 1,440 | $109K |
| AE Wealth Management LLC | 0.00% | Add +20442.9% | 1,438 | $108K |
| Raelipskie Partnership | 0.04% | No change | 1,354 | $102K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 1,265 | $95K |
| Advisory Services Network, LLC | 0.00% | New | 1,101 | $83K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 1,099 | $83K |
| Armor Investment Advisors, LLC | 0.03% | No change | 991 | $75K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 943 | $71K |
| JFS Wealth Advisors, LLC | 0.00% | New | 899 | $68K |
| Dunhill Financial, LLC | 0.01% | No change | 831 | $63K |
| Fifth Third Bancorp | 0.00% | New | 827 | $62K |
| Rossby Financial, LCC | 0.01% | Add +17.7% | 798 | $61K |
| Hanson & Doremus Investment Management | 0.01% | Add +1.7% | 782 | $59K |
| National Bank of Canada | 0.00% | No change | 679 | $51K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.6% | 664 | $50K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 622 | $47K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 609 | $46K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1892.9% | 558 | $42K |
| SHP Wealth Management | 0.00% | No change | 478 | $36K |
| Evolution Wealth Management Inc. | 0.02% | No change | 419 | $32K |
| Birchbrook, Inc. | 0.02% | Add +35.2% | 411 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | New | 340 | $26K |
| EFG International AG | 0.00% | New | 238 | $18K |
| CVA Family Office, LLC | 0.00% | No change | 197 | $15K |
| Vanguard Advisers Inc. | 0.00% | — | 178 | $13K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -97.7% | 175 | $13K |
| Noble Wealth Management PBC | 0.01% | No change | 166 | $13K |
| 1 North Wealth Services LLC | 0.00% | No change | 130 | $10K |
| WealthShield Partners, LLC | 0.00% | New | 115 | $9K |
| Kilter Group LLC | 0.00% | Add +1010.0% | 111 | $8K |
| Mather Group, Llc. | 0.00% | New | 100 | $8K |
| Bfsg, LLC | 0.00% | No change | 88 | $7K |
| Sankala Group LLC | 0.01% | Reduce -58.6% | 84 | $6K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 60 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 58 | $4K |
| Clarity Asset Management, Inc. | 0.00% | Reduce -91.2% | 47 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 35 | $3K |
| Toronto Dominion Bank | 0.00% | New | 32 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -56.9% | 22 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 20 | $2K |
| International Assets Investment Management, LLC | 0.00% | No change | 16 | $1K |
| Key Capital Management, INC | 0.00% | New | 15 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 13 | $981 |
| Parallel Advisors, LLC | 0.00% | No change | 11 | $830 |
| Raleigh Capital Management Inc. | 0.00% | New | 9 | $679 |
| Smartleaf Asset Management LLC | 0.00% | No change | 5 | $364 |
"% 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.