iShares ESG Advanc MSCI EafeDMXFETF
13F holders, Q2 2026 (June 30)263holders +18
33new positions
17sold out
$84.56avg. 13F price*
At the end of Q2 2026, 263 institutions reported holding iShares ESG Advanc MSCI Eafe (DMXF) in their 13F filings, up 18 from Q1 2026. 33 opened new positions and 17 sold out. The largest holders were Northwest & Ethical Investments L.P. ($288.4M), Envestnet Asset Management Inc. ($94.5M) and IMA Advisory Services, Inc. ($69.5M).
- Company
- iShares ESG Advanc MSCI Eafe
- CUSIP
- 46436E759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $301.5M |
| Exits | 17 | $8.0M |
All 13F filers, Q1 2026 → Q2 2026: 4,038,598 shares bought and 348,645 shares sold, net +3,689,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| Northwest & Ethical Investments L.P. | 6.72% | New | 3,409,570 | $288.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.9% | 1,116,943 | $94.5M |
| IMA Advisory Services, Inc. | 4.35% | Add +11.6% | 822,257 | $69.5M |
| BlackRock, Inc. | 0.00% | Reduce -7.9% | 774,640 | $65.5M |
| LPL Financial LLC | 0.01% | Add +15.9% | 416,766 | $35.3M |
| Sei Investments Co. | 0.03% | Add +4.2% | 389,776 | $33.0M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 9.77% | Add +3.5% | 245,699 | $20.8M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +1.1% | 214,571 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 211,765 | $17.8M |
| Allworth Financial LP | 0.06% | Add +1.1% | 179,916 | $15.2M |
| Rwa Wealth Partners, LLC | 0.12% | Add +2.1% | 152,267 | $12.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -11.7% | 125,355 | $10.6M |
| Cetera Investment Advisers | 0.01% | Add +1.8% | 113,050 | $9.6M |
| Bailard, Inc. | 0.19% | Add +3.7% | 108,027 | $9.1M |
| Values Added Financial LLC | 3.30% | Add +1.3% | 107,954 | $9.1M |
| Park Avenue Securities LLC | 0.06% | Reduce -2.5% | 104,605 | $8.8M |
| Accredited Investors Inc. | 0.37% | Add +20.2% | 101,689 | $8.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +164.7% | 75,425 | $6.4M |
| Apella Capital, LLC | 0.09% | Reduce -0.1% | 75,662 | $6.3M |
| Regatta Capital Group, LLC | 0.80% | Add +23.0% | 70,362 | $6.0M |
| MML Investors Services, LLC | 0.01% | Add +24.0% | 69,211 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Add +7.9% | 68,588 | $5.8M |
| Invera Wealth Advisors, LLC | 3.05% | Add +1.2% | 67,313 | $5.7M |
| Balanced Rock Investment Advisors LLC | 3.32% | Add +1.1% | 62,987 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +22.5% | 59,385 | $5.0M |
| SeedSafe Financial LLC | 3.45% | Add +11.9% | 56,700 | $4.8M |
| Modern Wealth Management, LLC | 0.06% | Add +16.5% | 54,843 | $4.6M |
| UBS Group AG | 0.00% | Reduce -0.2% | 53,990 | $4.6M |
| Walkner Condon Financial Advisors LLC | 0.47% | Reduce -1.2% | 48,437 | $4.1M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 43,715 | $3.7M |
| Sofi Wealth, LLC | 0.15% | Add +28.4% | 43,134 | $3.6M |
| Atlantic Private Wealth, LLC | 2.23% | Reduce -2.9% | 42,917 | $3.6M |
| Equita Financial Network, Inc. | 1.00% | Add +7.6% | 42,427 | $3.6M |
| FMR LLC | 0.00% | Reduce -2.2% | 42,393 | $3.6M |
| Decker Retirement Planning Inc. | 1.14% | Add +15.1% | 39,438 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.4% | 39,278 | $3.3M |
| Albion Financial Group | 0.19% | Add +0.4% | 38,662 | $3.3M |
| Flow Traders U.S. LLC | 0.13% | New | 38,309 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +24.1% | 37,593 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +20.8% | 35,677 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +7.4% | 35,593 | $3.0M |
| Atwater Malick LLC | 0.64% | Add +4.9% | 34,843 | $2.9M |
| Fiera Capital Corp | 0.01% | No change | 34,315 | $2.9M |
| Westfuller Advisors, LLC | 0.99% | Reduce -0.8% | 32,125 | $2.7M |
| Assetmark, Inc. | 0.00% | Add +5.3% | 30,952 | $2.6M |
| NorthRock Partners, LLC | 0.04% | Add +0.2% | 30,831 | $2.6M |
| One Wealth Advisors, LLC | 0.28% | Add +2.5% | 30,151 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +49.7% | 30,117 | $2.5M |
| Avise Financial Cooperative, Inc. | 1.70% | Add +319.1% | 28,211 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +7.3% | 28,054 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +12.9% | 26,965 | $2.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.8% | 26,093 | $2.2M |
| Arjuna Capital | 0.46% | Reduce -21.9% | 24,261 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.1% | 23,466 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.9% | 23,291 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 22,995 | $1.9M |
| Bank of America Corp. | 0.00% | Add +2.9% | 22,622 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.4% | 22,170 | $1.9M |
| GeoWealth Management, LLC | 0.06% | Add +20.9% | 22,064 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +451.1% | 22,045 | $1.9M |
| EP Wealth Advisors, LLC | 0.01% | New | 21,859 | $1.8M |
| Archer Investment Management, LLC | 0.62% | Reduce -8.1% | 21,610 | $1.8M |
| Gould Asset Management LLC | 0.28% | No change | 20,670 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.1% | 20,201 | $1.7M |
| Warner Financial, Inc. | 0.50% | Add +7.8% | 20,031 | $1.7M |
| Shotwell Rutter Baer Inc | 0.91% | Reduce -0.1% | 19,640 | $1.7M |
| Twin Focus Capital Partners, LLC | 0.16% | New | 19,083 | $1.6M |
| Creative Planning | 0.00% | Add +13.9% | 18,934 | $1.6M |
| Figure 8 Investment Strategies LLC | 1.35% | Add +11.4% | 18,840 | $1.6M |
| First Pacific Financial | 0.19% | Reduce -2.4% | 18,821 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +10.4% | 18,214 | $1.5M |
| Fairlight Advisors | 1.24% | — | 18,024 | $1.5M |
| Plancorp, LLC | 0.04% | Reduce -0.6% | 18,058 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -68.2% | 17,666 | $1.5M |
| Revolve Wealth Partners, LLC | 0.16% | Reduce -2.7% | 17,654 | $1.5M |
| Perigon Wealth Management, LLC | 0.02% | Add +12.6% | 16,963 | $1.4M |
| Cornerstone Financial Management LLC | 1.15% | Add +6.0% | 16,897 | $1.4M |
| Urban Financial Advisory Corp | 0.38% | Add +55.0% | 16,435 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Add +15.9% | 16,251 | $1.4M |
| Horst & Graben Wealth Management LLC | 0.18% | Add +2.0% | 16,108 | $1.3M |
| Lido Advisors, LLC | 0.00% | Reduce -3.7% | 15,477 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.6% | 15,382 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +1.4% | 15,002 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.2% | 14,664 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -9.7% | 14,332 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +35.4% | 14,206 | $1.2M |
| Franklin Resources Inc. | 0.00% | No change | 13,941 | $1.2M |
| Sharkey, Howes & Javer | 0.14% | Reduce -4.8% | 13,906 | $1.2M |
| VERITY Wealth Advisors | 0.69% | Add +0.7% | 13,428 | $1.1M |
| Summit Wealth Group LLC / Co. | 0.09% | Reduce -0.6% | 13,390 | $1.1M |
| Ally Invest Advisors Inc. | 0.07% | Add +6.9% | 13,373 | $1.1M |
| Lazard Asset Management LLC | 0.00% | No change | 13,209 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Add +1.5% | 13,026 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 12,993 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.1% | 12,946 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.3% | 12,650 | $1.1M |
| Diversified Trust Co. | 0.02% | No change | 12,276 | $1.0M |
| SigFig Wealth Management, LLC | 0.03% | Add +0.8% | 11,868 | $996K |
| Davis Wealth Advisors, LLC | 0.74% | Add +18.3% | 11,334 | $959K |
| Private Advisor Group, LLC | 0.00% | Add +71.4% | 10,952 | $927K |
| Magnus Financial Group LLC | 0.06% | Add +1.2% | 10,652 | $901K |
| Mgo One Seven LLC | 0.01% | Reduce -0.5% | 9,994 | $846K |
| Vise Technologies, Inc. | 0.01% | New | 9,682 | $819K |
| Morgan Stanley | 0.00% | Add +4.7% | 9,516 | $805K |
| MAI Capital Management | 0.00% | Add +18.6% | 9,513 | $805K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 9,155 | $775K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -2.0% | 9,044 | $765K |
| Cerity Partners LLC | 0.00% | Reduce -51.8% | 8,768 | $742K |
| Skyline Advisors, Inc. | 0.23% | Reduce -12.8% | 8,631 | $730K |
| Clearstead Advisors, LLC | 0.01% | Reduce -89.1% | 8,135 | $688K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,136 | $688K |
| Connecticut Wealth Management, LLC | 0.02% | Add +66.1% | 7,909 | $669K |
| Klaas Financial Asset Advisors, LLC | 0.08% | Reduce -0.8% | 7,758 | $656K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.10% | Reduce -6.3% | 7,715 | $653K |
| MA Private Wealth | 0.10% | Reduce -4.3% | 7,651 | $647K |
| Savant Capital, LLC | 0.00% | Add +9.7% | 7,641 | $647K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.1% | 7,176 | $607K |
| Stewardship Advisors, LLC | 0.13% | Add +0.7% | 7,163 | $606K |
| RFG Advisory, LLC | 0.01% | Reduce -6.6% | 7,144 | $604K |
| Golden State Wealth Management, LLC | 0.05% | Add +13.0% | 6,801 | $575K |
| Pathway Financial Advisors LLC | 0.06% | Add +11.0% | 6,587 | $554K |
| Ariadne Wealth Management, LP | 0.23% | Add +0.2% | 6,172 | $522K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 6,077 | $514K |
| Haverford Trust Co | 0.00% | No change | 6,054 | $512K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +2.6% | 5,919 | $501K |
| Ascent Group, LLC | 0.01% | Add +5.8% | 5,866 | $496K |
| Central Pacific Bank - Trust Division | 0.05% | No change | 5,853 | $495K |
| Wealth Alliance, LLC | 0.04% | Reduce -1.9% | 5,785 | $489K |
| World Investment Advisors | 0.01% | No change | 6,390 | $485K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +3.6% | 5,574 | $472K |
| Regal Investment Advisors LLC | 0.02% | Add +1.1% | 5,469 | $463K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +15.2% | 5,168 | $437K |
| Betterment LLC | 0.00% | Reduce -25.1% | 4,973 | $421K |
| Carnegie Investment Counsel | 0.01% | New | 4,867 | $412K |
| Mission Wealth Management, LP | 0.01% | New | 4,715 | $399K |
| Savvy Advisors, Inc. | 0.01% | Add +19.2% | 4,610 | $390K |
| Main Street Financial Solutions, LLC | 0.02% | Add +1.7% | 4,464 | $378K |
| One Wealth Capital Management, LLC | 0.10% | Add +9.2% | 4,293 | $363K |
| National Wealth Management Group, LLC | 0.11% | Reduce -1.7% | 4,283 | $362K |
| Keystone Financial Services | 0.09% | Add +10.6% | 4,255 | $360K |
| CoreCap Advisors, LLC | 0.01% | Add +2.8% | 4,238 | $359K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +20.6% | 4,216 | $357K |
| Brookstone Capital Management | 0.00% | Reduce -1.1% | 4,214 | $357K |
| Optas, LLC | 0.05% | Reduce -49.1% | 4,119 | $349K |
| Hoxton Planning & Management, LLC | 0.09% | Add +21.2% | 4,107 | $347K |
| Composition Wealth, LLC | 0.00% | Reduce -0.7% | 4,078 | $345K |
| Zenith Solutions, Inc. | 0.31% | — | 4,070 | $344K |
| KWB Wealth | 0.03% | New | 4,003 | $339K |
| Navigation Group, LLC | 0.07% | Add +3.8% | 3,977 | $336K |
| &partners | 0.00% | Add +10.5% | 3,912 | $331K |
| Citizens Financial Group Inc. | 0.00% | New | 3,904 | $330K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +28.0% | 3,876 | $328K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -4.3% | 3,798 | $321K |
| Portfolio Design Labs, LLC | 0.05% | No change | 3,766 | $319K |
| Wealthgarden F.S. LLC | 0.18% | Reduce -2.9% | 3,736 | $316K |
| Agf Management Ltd. | 0.00% | Reduce -9.8% | 3,700 | $313K |
| LifePlan Investment Advisors, Inc. | 0.11% | Reduce -5.4% | 3,667 | $310K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,635 | $308K |
| Human Investing LLC | 0.04% | Reduce -0.0% | 3,606 | $305K |
| Sage Financial Management Group, Inc. | 0.08% | Reduce -23.3% | 3,508 | $297K |
| Lifelong Wealth Advisors, Inc. | 0.07% | New | 3,480 | $294K |
| Pine Harbor Wealth Management, LLC | 0.08% | No change | 3,460 | $293K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +0.1% | 3,434 | $290K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +258.1% | 3,377 | $286K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -46.2% | 3,335 | $282K |
| RCS Financial Planning, LLC | 0.13% | Reduce -2.2% | 3,322 | $281K |
| Theory Financial LLC | 0.09% | Add +10.2% | 3,305 | $280K |
| Old Second National Bank of Aurora | 0.05% | No change | 3,280 | $277K |
| Diversify Advisory Services, LLC | 0.00% | New | 3,311 | $275K |
| Diversify Wealth Management, LLC | 0.00% | Add +20.8% | 3,311 | $275K |
| PFG Investments, LLC | 0.01% | Reduce -17.4% | 3,247 | $275K |
| West Wealth Group, LLC | 0.04% | Add +7.2% | 3,223 | $273K |
| Arax Advisory Partners | 0.00% | Add +27.6% | 3,193 | $270K |
| Freedom Investment Management, Inc. | 0.07% | Add +0.9% | 3,132 | $265K |
| Atria Investments, Inc | 0.00% | Reduce -18.4% | 3,072 | $260K |
| Mariner, LLC | 0.00% | Reduce -69.3% | 3,016 | $255K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,991 | $253K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | Add +3.7% | 2,980 | $252K |
| Quantinno Capital Management LP | 0.00% | No change | 2,973 | $252K |
| RKL Wealth Management LLC | 0.02% | Add +1.2% | 2,867 | $243K |
| Hills Bank & Trust Co | 0.01% | New | 2,859 | $242K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,859 | $242K |
| Aufman Associates Inc | 0.10% | Add +0.7% | 2,840 | $240K |
| Cornerstone Planning Group LLC | 0.03% | Add +10.4% | 2,873 | $240K |
| Maia Wealth LLC | 0.03% | New | 2,767 | $234K |
| Endeavor Private Wealth, Inc. | 0.06% | New | 2,729 | $231K |
| Aire Advisors, LLC | 0.04% | Add +0.2% | 2,697 | $228K |
| Capital Analysts, LLC | 0.01% | Add +23.8% | 2,663 | $225K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,632 | $223K |
| Jones Financial Companies LLLP | 0.00% | Add +23.9% | 2,655 | $221K |
| M&T Bank Corp | 0.00% | New | 2,600 | $220K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -50.4% | 2,599 | $220K |
| Godfrey Financial Associates, Inc. | 0.17% | Add +0.3% | 2,573 | $218K |
| Sterling Investment Counsel, LLC | 0.05% | New | 2,552 | $216K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,500 | $212K |
| Colton Groome Financial Advisors, LLC | 0.05% | New | 2,485 | $210K |
| Pekin Hardy Strauss, Inc. | 0.02% | New | 2,438 | $206K |
| Keener Financial Planning LLC | 0.07% | New | 2,430 | $205K |
| Focus Financial Network, Inc. | 0.01% | New | 2,392 | $202K |
| MBE Wealth Management, LLC | 0.07% | New | 2,386 | $202K |
| Milestone Investment Advisors LLC | 0.04% | Reduce -0.2% | 2,330 | $197K |
| AE Wealth Management LLC | 0.00% | Add +61.4% | 2,321 | $196K |
| Rossmore Private Capital | 0.02% | No change | 2,218 | $188K |
| Gen-Wealth Partners Inc | 0.05% | Add +23.3% | 2,026 | $171K |
| Harbour Investments, Inc. | 0.00% | Add +1.1% | 2,015 | $170K |
| US Bancorp \de | 0.00% | No change | 2,002 | $169K |
| Bank of Montreal | 0.00% | Add +14.8% | 1,932 | $163K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +4.9% | 1,785 | $151K |
| NBT Bank, N.A. | 0.01% | Reduce -9.0% | 1,652 | $140K |
| Acropolis Investment Management, LLC | 0.00% | No change | 1,440 | $122K |
| Prudential PLC | 0.00% | Reduce -34.0% | 1,383 | $117K |
| Raelipskie Partnership | 0.04% | No change | 1,354 | $115K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 1,265 | $107K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.6% | 1,161 | $98K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +107.5% | 1,158 | $98K |
| GGM Financial LLC | 0.04% | New | 1,114 | $94K |
| Armor Investment Advisors, LLC | 0.03% | No change | 991 | $84K |
| CDKV Holdings LLC | 0.06% | Reduce -39.4% | 900 | $76K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.8% | 883 | $75K |
| Fiduciary Financial Advisors | 0.01% | New | 881 | $74K |
| Rossby Financial, LCC | 0.01% | Add +4.6% | 835 | $71K |
| Fifth Third Bancorp | 0.00% | No change | 827 | $70K |
| Hanson & Doremus Investment Management | 0.01% | No change | 782 | $66K |
| Founders Financial Alliance, LLC | 0.01% | New | 676 | $57K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 664 | $56K |
| Evolution Wealth Management Inc. | 0.03% | Add +40.6% | 589 | $50K |
| Continuum Advisory, LLC | 0.00% | New | 493 | $42K |
| SHP Wealth Management | 0.00% | No change | 478 | $40K |
| Highland Investment Advisors LLC | 0.02% | — | 450 | $38K |
| Birchbrook, Inc. | 0.02% | Add +1.2% | 416 | $35K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -9.2% | 565 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.6% | 331 | $28K |
| Oakmont Advisory Group, LLC | 0.02% | New | 289 | $24K |
| Dunhill Financial, LLC | 0.00% | Reduce -65.8% | 284 | $24K |
| Parallel Advisors, LLC | 0.00% | Add +2300.0% | 264 | $22K |
| EFG International AG | 0.00% | No change | 238 | $20K |
| National Bank of Canada | 0.00% | Reduce -69.2% | 209 | $18K |
| CVA Family Office, LLC | 0.00% | No change | 197 | $17K |
| Vanguard Advisers Inc. | 0.00% | No change | 178 | $15K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 175 | $15K |
| IFG Advisory, LLC | 0.00% | New | 172 | $15K |
| First Bancorp, Inc | 0.01% | New | 168 | $14K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 168 | $14K |
| Noble Wealth Management PBC | 0.01% | No change | 166 | $14K |
| Global Retirement Partners, LLC | 0.00% | — | 159 | $13K |
| Timbuktu Capital Management, LLC | 0.02% | — | 131 | $11K |
| Buck Wealth Strategies, LLC | 0.00% | New | 131 | $11K |
| 1 North Wealth Services LLC | 0.00% | No change | 130 | $11K |
| WealthShield Partners, LLC | 0.00% | Add +3.5% | 119 | $10K |
| Mather Group, Llc. | 0.00% | Add +17.0% | 117 | $10K |
| Kilter Group LLC | 0.00% | Add +0.9% | 112 | $9K |
| Bfsg, LLC | 0.00% | No change | 88 | $7K |
| Sankala Group LLC | 0.00% | Reduce -16.7% | 70 | $6K |
| IFP Advisors, Inc | 0.00% | Add +245.0% | 69 | $6K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 60 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 58 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 51 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +127.3% | 50 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 35 | $3K |
| International Assets Investment Management, LLC | 0.00% | No change | 16 | $1K |
| Anchor Bay Capital, Inc. | 0.00% | — | 15 | $1K |
| Key Capital Management, INC | 0.00% | No change | 15 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 5 | $420 |
"% 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.