ISHARES ESG ADVANC MSCI EAFE DMXF
$84.15
+0.5% 52w: $68.44 – $85.29
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data68.4476.8685.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
243
+48 QoQ
13F value
$595.9M
+46.2% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DMXF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $83.5M | 0.0% | +7839.2% |
| BlackRock, Inc. | Index provider | 841.0K | $63.5M | 0.0% | -0.5% |
| IMA Advisory Services, Inc. | Wealth advisor | 736.6K | $55.5M | 5.4% | +0.5% |
| SEI INVESTMENTS CO | Diversified mechanical | 374.0K | $28.2M | 0.0% | +4.6% |
| LPL Financial LLC | Bank broker | 359.5K | $27.1M | 0.0% | +322.7% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | Wealth advisor | 237.3K | $17.9M | 9.4% | +0.7% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 212.2K | $16.0M | 0.1% | New |
| JPMORGAN CHASE & CO | Bank broker | 210.7K | $15.4M | 0.0% | +235.5% |
| Allworth Financial LP | Wealth advisor | 178.0K | $13.4M | 0.1% | +0.6% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 149.2K | $11.3M | 0.1% | +2.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 141.9K | $10.7M | 0.0% | +165.8% |
| Cetera Investment Advisers | Wealth advisor | 111.1K | $8.4M | 0.0% | +177.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 107.3K | $8.1M | 0.1% | New |
| Values Added Financial LLC | Wealth advisor | 106.5K | $8.0M | 3.4% | +11.0% |
| BAILARD, INC. | Other | 104.2K | $7.9M | 0.2% | +15.9% |
| Accredited Investors Inc. | Wealth advisor | 84.6K | $6.4M | 0.3% | +1.5% |
| Apella Capital, LLC | Wealth advisor | 75.7K | $6.2M | 0.1% | New |
| Financial Connections Group, Inc. | Wealth advisor | 75.3K | $5.7M | 2.0% | -2.4% |
| Clearstead Advisors, LLC | Wealth advisor | 74.5K | $5.6M | 0.1% | New |
| Invera Wealth Advisors, LLC | Other | 66.5K | $5.0M | 3.2% | +1.8% |
| HighTower Advisors, LLC | Diversified mechanical | 63.6K | $4.8M | 0.0% | +1.8% |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 62.3K | $4.7M | 3.3% | +0.5% |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 57.2K | $4.3M | 0.7% | +5.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 55.8K | $4.2M | 0.0% | +414.7% |
| CWM, LLC | Wealth advisor | 55.7K | $4.2M | 0.0% | +14.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 55.5K | $4.2M | 0.0% | New |
| UBS Group AG | Bank broker | 54.1K | $4.1M | 0.0% | -2.4% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 49.0K | $3.7M | 0.5% | +2.6% |
| ROYAL BANK OF CANADA | Bank broker | 48.5K | $3.7M | 0.0% | +21.7% |
| Modern Wealth Management, LLC | Wealth advisor | 47.1K | $3.6M | 0.1% | +63.2% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 43.7K | $3.3M | 0.0% | Held |
| Atlantic Private Wealth, LLC | Wealth advisor | 44.2K | $3.3M | 2.2% | +5.2% |
| FMR LLC | Long only active | 43.3K | $3.3M | 0.0% | +6.5% |
| Equita Financial Network, Inc. | Wealth advisor | 39.4K | $3.0M | 0.9% | +2.6% |
| ALBION FINANCIAL GROUP /UT | Other | 38.5K | $2.9M | 0.2% | +0.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 38.0K | $2.9M | 0.0% | +493.3% |
| Fiera Capital Corp | Other | 34.3K | $2.6M | 0.0% | +13.2% |
| Decker Retirement Planning Inc. | Wealth advisor | 34.3K | $2.6M | 1.2% | +9.9% |
| SOFI WEALTH, LLC | Wealth advisor | 33.6K | $2.5M | 0.1% | +23.2% |
| Atwater Malick LLC | Other | 33.2K | $2.5M | 0.7% | +2.9% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 33.1K | $2.5M | 0.1% | +136.5% |
| Corient Private Wealth LLC | Diversified mechanical | 33.1K | $2.5M | 0.0% | -48.4% |
| Westfuller Advisors, LLC | Wealth advisor | 32.4K | $2.4M | 1.1% | Held |
| Arjuna Capital ★2 | Fundamental diversified | 31.1K | $2.3M | 0.6% | +6.3% |
| NorthRock Partners, LLC | Wealth advisor | 30.8K | $2.3M | 0.0% | +8.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 30.3K | $2.3M | 0.0% | +102.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 29.5K | $2.2M | 0.0% | -1.1% |
| One Wealth Advisors, LLC | Wealth advisor | 29.4K | $2.2M | 0.3% | +105.5% |
| ASSETMARK, INC | Wealth advisor | 29.4K | $2.2M | 0.0% | +1343.9% |
| Thrivent Financial for Lutherans | Diversified mechanical | 28.5K | $2.1M | 0.0% | -3.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.