Free Trial

iShares ESG Advanced MSCI EAFE ETF (DMXF) Institutional Ownership

iShares ESG Advanced MSCI EAFE ETF logo
$73.26 +0.17 (+0.23%)
Closing price 07/16/2025 03:59 PM Eastern
Extended Trading
$73.18 -0.08 (-0.11%)
As of 07/16/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Number of
Institutional Buyers
(last 12 months)
178
Total
Institutional Inflows
(last 12 months)
$164.80M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$128.80M
Get DMXF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Advanced MSCI EAFE ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DMXF Institutional Buying and Selling by Quarter

iShares ESG Advanced MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025MBE Wealth Management LLC4,589$342K0.1%-8.3%0.041%
7/16/2025Perigon Wealth Management LLC20,363$1.52M0.0%-1.2%0.183%
7/16/2025Magnus Financial Group LLC10,896$811K0.1%+1.7%0.098%
7/15/2025Regatta Capital Group LLC48,157$3.59M0.6%+75.6%0.434%
7/14/2025 Leonard Rickey Investment Advisors P.L.L.C.9,797$729K0.1%-8.0%0.088%
7/11/2025 Westfuller Advisors LLC31,330$2.33M1.3%+1.6%0.282%
7/11/2025 Farther Finance Advisors LLC9,171$683K0.0%-2.0%0.083%
7/10/2025 Oliver Lagore Vanvalin Investment Group516$38K0.0%N/A0.005%
7/10/2025 Klaas Financial Asset Advisors LLC46,101$3.43M0.5%+8.4%0.415%
7/10/2025 Wealth Enhancement Advisory Services LLC4,777$356K0.0%N/A0.043%
7/10/2025 Sharkey Howes & Javer18,309$1.36M0.2%+2.1%0.165%
7/2/2025 Central Pacific Bank Trust Division5,239$390K0.0%+55.3%0.047%
6/2/2025Modern Wealth Management LLC19,646$1.32M0.0%N/A0.179%
5/19/2025Jane Street Group LLC114,721$7.73M0.0%+273.0%1.043%
5/16/2025NewEdge Advisors LLC32,154$2.17M0.0%N/A0.292%
5/16/2025Integrated Wealth Concepts LLC27,429$1.85M0.0%-7.8%0.249%
5/16/2025Copperleaf Capital LLC3,991$269K0.2%-33.5%0.036%
5/15/2025One Wealth Capital Management LLC6,155$414K0.2%-30.6%0.056%
5/15/2025Flputnam Investment Management Co.3,513$237K0.0%-28.3%0.032%
5/15/2025Royal Bank of Canada44,487$3.00M0.0%-15.3%0.404%
5/15/2025Connecticut Wealth Management LLC3,337$225K0.0%N/A0.030%
5/14/2025CreativeOne Wealth LLC6,022$406K0.0%+2.9%0.055%
5/14/2025Comerica Bank1,131$76K0.0%-42.2%0.010%
5/14/2025Freedom Investment Management Inc.11,636$784K0.1%+13.6%0.106%
5/14/2025Ally Invest Advisors Inc.10,685$720K0.1%+13.5%0.097%
5/14/2025Northwestern Mutual Wealth Management Co.20,831$1.40M0.0%+33.5%0.189%
5/14/2025CW Advisors LLC15,357$1.03M0.0%+10.9%0.140%
5/14/2025Flow Traders U.S. LLC179,623$12.10M0.5%N/A1.633%
5/14/2025Capital Analysts LLC2,543$171K0.0%-30.8%0.023%
5/14/2025Humankind Investments LLC3,245$218K0.1%N/A0.030%
5/14/2025RWA Wealth Partners LLC98,274$6.62M0.1%-3.2%0.893%
5/13/2025Gen Wealth Partners Inc2,432$164K0.1%-34.9%0.022%
5/13/2025HighTower Advisors LLC69,836$4.70M0.0%+5.7%0.635%
5/12/2025Maia Wealth LLC5,940$393K0.1%-28.4%0.054%
5/12/2025Balanced Rock Investment Advisors LLC65,256$4.39M3.5%-9.5%0.593%
5/12/2025Townsquare Capital LLC8,381$564K0.0%-38.5%0.076%
5/12/2025Savvy Advisors Inc.4,315$291K0.0%-8.4%0.039%
5/9/2025Financial Connections Group Inc.76,266$5.14M2.3%+15.9%0.693%
5/9/2025Atria Wealth Solutions Inc.27,708$1.87M0.0%-48.5%0.252%
5/9/2025Wade Financial Advisory Inc20,865$1.41M0.5%+2.2%0.190%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
5/9/2025PNC Financial Services Group Inc.452$30K0.0%-46.6%0.004%
5/8/2025Moors & Cabot Inc.11,542$777K0.0%+4.3%0.105%
5/8/2025Harbour Investments Inc.2,700$182K0.0%-8.0%0.025%
5/8/2025Hoxton Planning & Management LLC3,623$244K0.1%N/A0.033%
5/8/2025NorthRock Partners LLC1,513$102K0.0%-16.0%0.014%
5/7/2025Fiera Capital Corp39,605$2.67M0.0%+29.4%0.360%
5/7/2025LPL Financial LLC308,646$20.78M0.0%-27.4%2.806%
5/6/2025Assetmark Inc.35,559$2.40M0.0%-34.3%0.323%
5/6/2025Cetera Investment Advisers107,098$7.21M0.0%-24.2%0.974%
5/6/2025Avantax Advisory Services Inc.8,806$593K0.0%-20.1%0.080%
5/6/2025Tempus Wealth Planning LLC3,683$248K0.1%+11.6%0.033%
5/6/2025One Wealth Advisors LLC38,998$2.63M0.4%-32.5%0.355%
5/6/2025Opes Wealth Management LLC21,245$1.43M0.3%-3.8%0.193%
5/6/2025AE Wealth Management LLC1,276$86K0.0%-50.6%0.012%
5/6/2025IMA Advisory Services Inc.752,855$50.66M6.0%-3.5%6.844%
5/6/2025Venturi Wealth Management LLC3,333$224K0.0%-19.2%0.030%
5/6/2025Accredited Investors Inc.73,051$4.92M0.3%+23.3%0.664%
5/5/2025West Wealth Group LLC3,122$210K0.1%-45.2%0.028%
5/5/2025Wealth Alliance LLC9,582$645K0.1%-36.9%0.087%
5/5/2025IFP Advisors Inc1,018$69K0.0%N/A0.009%
5/5/2025Private Advisor Group LLC5,373$362K0.0%+3.6%0.049%
5/5/2025EQ LLC5,816$392K0.2%+13.7%0.053%
5/5/2025Diversify Advisory Services LLC5,487$382K0.0%-32.8%0.050%
5/5/2025JMG Financial Group Ltd.9,348$629K0.0%-22.4%0.085%
5/2/2025Theory Financial LLC3,554$239K0.1%-35.8%0.032%
5/2/2025Wealthgarden F.S. LLC5,008$337K0.3%-22.2%0.046%
5/2/2025Invera Wealth Advisors LLC69,029$4.65M5.5%-1.5%0.628%
5/1/2025CWM LLC4,257$287K0.0%-4.0%0.039%
4/30/2025 Sharkey Howes & Javer17,929$1.21M0.2%-41.5%0.163%
4/30/2025Allworth Financial LP189,731$13.05M0.1%-3.4%1.725%
4/30/2025Stratos Wealth Partners LTD.10,269$692K0.0%-17.5%0.093%
4/30/2025Horst & Graben Wealth Management LLC21,935$1.48M0.3%-38.0%0.199%
4/29/2025Envestnet Asset Management Inc.1,489,953$100.33M0.0%-35.8%13.545%
4/29/2025Investor s Fiduciary Advisor Network LLC22,634$1.52M0.7%+2.3%0.206%
4/29/2025Bank of New York Mellon Corp12,555$845K0.0%-33.0%0.114%
4/29/2025World Investment Advisors7,707$519K0.0%-25.3%0.070%
4/29/2025Strategic Blueprint LLC3,960$267K0.0%-35.4%0.036%
4/29/2025OneDigital Investment Advisors LLC18,359$1.24M0.0%-44.4%0.167%
4/29/2025Values Added Financial LLC61,864$4.17M2.3%+10.7%0.562%
4/28/2025First Horizon Advisors Inc.2,685$181K0.0%-40.5%0.024%
4/28/2025Equita Financial Network Inc.41,343$2.78M1.0%+11.2%0.376%
4/28/2025Oregon Pacific Wealth Management LLC3,715$250K0.2%-43.5%0.034%
4/28/2025Rossby Financial LCC894$62K0.0%N/A0.008%
4/25/2025Albion Financial Group UT39,527$2.66M0.2%+50.3%0.359%
4/24/2025Golden State Wealth Management LLC7,101$478K0.1%+3.3%0.065%
4/24/2025 Klaas Financial Asset Advisors LLC42,531$2.86M0.5%+0.6%0.387%
4/24/2025 Diversified Trust Co10,886$733K0.0%+15.3%0.099%
4/23/2025 Lifelong Wealth Advisors Inc.3,591$242K0.1%-13.0%0.033%
4/23/2025Perigon Wealth Management LLC20,609$1.39M0.0%-6.2%0.187%
4/23/2025Golden State Wealth Management LLC7,259$489K0.0%+5.6%0.066%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
4/23/2025First Pacific Financial28,011$1.89M0.4%-6.2%0.255%
4/23/2025Sage Financial Management Group Inc.4,872$328K0.1%N/A0.044%
4/23/2025Keystone Financial Services5,926$399K0.2%-27.6%0.054%
4/23/2025Walkner Condon Financial Advisors LLC42,644$2.87M0.6%+3.8%0.388%
4/23/2025Continuum Advisory LLC635$43K0.0%-44.7%0.006%
4/22/2025JFS Wealth Advisors LLC1,262$85K0.0%-41.5%0.011%
4/22/2025MBE Wealth Management LLC5,005$337K0.2%N/A0.046%
4/22/2025VERITY Wealth Advisors13,266$893K0.7%+3.3%0.121%
4/22/2025Spectrum Planning & Advisory Services Inc.4,075$274K0.2%+9.2%0.037%
4/22/2025XY Planning Network Inc.22,041$1.48M1.0%-3.9%0.200%
(Data available from 1/1/2016 forward)

DMXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DMXF shares?

During the previous two years, 242 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI EAFE ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($100.33M), IMA Advisory Services Inc. ($50.66M), Syntrinsic LLC ($36.28M), Envestnet Portfolio Solutions Inc. ($22.72M), LPL Financial LLC ($20.78M), JPMorgan Chase & Co. ($18.99M), and SigFig Wealth Management LLC ($15.67M).Learn more on iShares ESG Advanced MSCI EAFE ETF's institutional investors.

Which institutional investors have been buying iShares ESG Advanced MSCI EAFE ETF's stock?

Of the 217 institutional investors that purchased iShares ESG Advanced MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($565.35K), LPL Financial LLC ($272.20K), Envestnet Asset Management Inc. ($260.52K), Sei Investments Co. ($188.27K), Flow Traders U.S. LLC ($179.62K), Jane Street Group LLC ($114.72K), and JPMorgan Chase & Co. ($103.96K).

How much institutional buying is happening at iShares ESG Advanced MSCI EAFE ETF?

Institutional investors have bought a total of 2,469,533 shares in the last 24 months. This purchase volume represents approximately $164.78M in transactions.

Which of iShares ESG Advanced MSCI EAFE ETF's major shareholders have been selling company stock?

Of the 88 institutional investors that sold iShares ESG Advanced MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($830.94K), Envestnet Portfolio Solutions Inc. ($353.63K), Syntrinsic LLC ($126.39K), LPL Financial LLC ($116.55K), Park Avenue Securities LLC ($71.33K), Balanced Rock Investment Advisors LLC ($34.46K), and Cetera Investment Advisers ($34.12K).

How much institutional selling is happening at iShares ESG Advanced MSCI EAFE ETF?

Institutional investors have sold a total of 1,905,569 shares in the last 24 months. This volume of shares sold represents approximately $128.80M in transactions.



This page (NASDAQ:DMXF) was last updated on 7/17/2025 by MarketBeat.com Staff
From Our Partners