Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

iShares ESG Advanced MSCI EAFE ETF (DMXF) Institutional Ownership

iShares ESG Advanced MSCI EAFE ETF logo
$74.92 -0.07 (-0.09%)
Closing price 03:59 PM Eastern
Extended Trading
$74.95 +0.03 (+0.04%)
As of 04:10 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$169.21M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$145.12M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Main Street Financial Solutions LLC6,358$473K0.0%-6.4%0.057%
8/14/2025Clarity Asset Management Inc.515$38K0.0%N/A0.005%
8/14/2025Sei Investments Co.282,102$21M0.0%+11.0%2.541%
8/14/2025NewEdge Advisors LLC30,156$2.25M0.0%-6.2%0.272%
8/14/2025Ally Invest Advisors Inc.12,428$925K0.1%+16.3%0.112%
8/14/2025Cerity Partners LLC8,622$642K0.0%N/A0.078%
8/13/2025Flow Traders U.S. LLC108,353$8.07M0.3%-39.7%0.976%
8/13/2025GeoWealth Management LLC16,717$1.24M0.0%+49.0%0.151%
8/13/2025First Trust Advisors LP2,828$211K0.0%N/A0.025%
8/13/2025CW Advisors LLC17,515$1.30M0.0%+14.1%0.158%
8/13/2025Elios Financial Group Inc.11,537$859K0.4%-13.6%0.104%
8/13/2025Twin Peaks Wealth Advisors LLC905$67K0.0%N/A0.008%
8/13/2025Arjuna Capital8,740$651K0.2%N/A0.079%
8/13/2025Portfolio Design Labs LLC5,673$422K0.1%N/A0.051%
8/13/2025Northwestern Mutual Wealth Management Co.21,058$1.57M0.0%+1.1%0.190%
8/13/2025Elevation Point Wealth Partners LLC1,024$76K0.0%N/A0.009%
8/12/2025 Steward Partners Investment Advisory LLC17,725$1.32M0.0%-7.1%0.160%
8/12/2025 CreativeOne Wealth LLC5,865$437K0.0%-2.6%0.053%
8/12/2025 MAI Capital Management4,761$354K0.0%+8.4%0.043%
8/12/2025 JPMorgan Chase & Co.202,874$15.10M0.0%-2.5%1.828%
8/11/2025 Sofi Wealth LLC15,771$1.17M0.1%+62.3%0.142%
8/8/2025 Tortoise Investment Management LLC635$47K0.0%+35.1%0.006%
8/8/2025 Cetera Investment Advisers120,821$8.99M0.0%+12.8%1.088%
8/8/2025 Creative Planning15,597$1.16M0.0%+1.1%0.141%
8/8/2025 Fiera Capital Corp43,505$3.24M0.0%+9.8%0.392%
8/8/2025 Bailard Inc.70,823$5.27M0.1%N/A0.638%
8/8/2025 Accredited Investors Inc.79,793$5.94M0.4%+9.2%0.719%
8/8/2025 IMA Advisory Services Inc.731,391$54.40M5.9%-2.9%6.589%
8/7/2025 Allworth Financial LP191,792$14.28M0.1%+1.1%1.728%
8/7/2025 Keystone Financial Services5,573$415K0.1%-6.0%0.050%
8/6/2025 RWA Wealth Partners LLC129,176$9.62M0.1%+31.4%1.164%
8/6/2025 AGF Management Ltd.3,600$268K0.0%+5.9%0.032%
8/6/2025 Decker Retirement Planning Inc.29,914$2.23M1.3%+38,251.3%0.269%
8/6/2025 Walkner Condon Financial Advisors LLC43,623$3.25M0.6%+2.3%0.393%
8/6/2025 Golden State Wealth Management LLC6,762$503K0.1%-4.8%0.061%
8/6/2025 First Horizon Advisors Inc.3,767$280K0.0%+40.3%0.034%
8/6/2025 Moors & Cabot Inc.12,290$915K0.0%+6.5%0.111%
8/5/2025 Bank of Montreal Can3,045$227K0.0%+1,363.9%0.027%
8/4/2025 Creative Financial Designs Inc. ADV1,836$137K0.0%-12.9%0.017%
8/4/2025 Atria Investments Inc3,714$277K0.0%-8.3%0.033%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
8/4/2025 Savvy Advisors Inc.3,937$293K0.0%-8.8%0.035%
8/4/2025 Assetmark Inc.36,439$2.71M0.0%+2.5%0.328%
8/4/2025 World Investment Advisors7,560$563K0.0%-1.9%0.068%
8/4/2025 Flagship Harbor Advisors LLC3,576$266K0.0%N/A0.032%
8/4/2025 Human Investing LLC3,013$224K0.0%N/A0.027%
8/1/2025 Equita Financial Network Inc.37,531$2.79M1.1%-9.2%0.338%
8/1/2025 Rossby Financial LCC678$50K0.0%-24.2%0.006%
8/1/2025 Envestnet Asset Management Inc.1,459,122$108.62M0.0%-2.1%13.145%
7/31/2025 Opes Wealth Management LLC19,755$1.47M0.3%-7.0%0.178%
7/30/2025 Strategic Blueprint LLC3,476$259K0.0%-12.2%0.031%
7/30/2025 Freedom Investment Management Inc.10,785$803K0.1%-7.3%0.097%
7/30/2025 WBH Advisory Inc.2,743$204K0.0%N/A0.025%
7/29/2025 Financial Advisors LLC13,395$997K0.2%+163.6%0.121%
7/29/2025 Stratos Wealth Partners LTD.9,797$729K0.0%-4.6%0.088%
7/29/2025 Horst & Graben Wealth Management LLC21,038$1.57M0.3%-4.1%0.190%
7/28/2025 Sagespring Wealth Partners LLC6,841$509K0.0%+2.9%0.062%
7/28/2025 RFG Advisory LLC9,075$676K0.0%-1.6%0.082%
7/25/2025 NorthRock Partners LLC2,441$182K0.0%+61.3%0.022%
7/25/2025 Atria Wealth Solutions Inc.2,757$205K0.0%-90.0%0.025%
7/25/2025 Envestnet Portfolio Solutions Inc.300,907$22.40M0.1%-10.8%2.711%
7/25/2025 Pathway Financial Advisors LLC5,176$385K0.1%-3.9%0.047%
7/25/2025 CWM LLC37,274$2.78M0.0%+775.6%0.336%
7/24/2025 Financial Connections Group Inc.75,545$5.62M2.3%-0.9%0.681%
7/24/2025 Robertson Stephens Wealth Management LLC14,382$1.07M0.0%N/A0.130%
7/23/2025 Values Added Financial LLC75,880$5.65M2.7%+22.7%0.684%
7/23/2025 Dohj LLC18,783$1.28M0.3%-38.2%0.169%
7/23/2025 Valmark Advisers Inc.2,814$209K0.0%N/A0.025%
7/23/2025 NBT Bank N A NY2,052$139K0.0%+47.6%0.018%
7/23/2025 Venturi Wealth Management LLC3,112$232K0.0%-6.6%0.028%
7/22/2025 Figure 8 Investment Strategies LLC8,809$656K0.6%N/A0.079%
7/21/2025 Ascent Group LLC8,286$617K0.0%N/A0.075%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,155$681K0.0%-7.1%0.082%
7/21/2025 Atwater Malick LLC31,278$2.33M0.7%+5.9%0.282%
7/21/2025 Warner Financial Inc.13,116$976K0.4%+23.9%0.118%
7/18/2025 RKL Wealth Management LLC2,741$204K0.0%N/A0.025%
7/18/2025 First Pacific Financial25,343$1.89M0.3%-9.5%0.228%
7/18/2025 SigFig Wealth Management LLC231,283$17.23M0.6%-0.2%2.084%
7/17/2025 One Wealth Advisors LLC38,013$2.83M0.4%-2.5%0.342%
7/17/2025 Halbert Hargrove Global Advisors LLC7,205$536K0.0%-58.8%0.065%
7/17/2025 Janney Montgomery Scott LLC35,077$2.61M0.0%+23.7%0.316%
7/17/2025 XY Planning Network Inc.20,837$1.55M0.5%-5.5%0.188%
7/17/2025 Tempus Wealth Planning LLC2,965$221K0.1%-19.5%0.027%
7/16/2025 MBE Wealth Management LLC4,589$342K0.1%-8.3%0.041%
7/16/2025 Perigon Wealth Management LLC20,363$1.52M0.0%-1.2%0.183%
7/16/2025 Magnus Financial Group LLC10,896$811K0.1%+1.7%0.098%
7/15/2025 Regatta 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%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
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%
5/16/2025 Copperleaf Capital LLC3,991$269K0.2%-33.5%0.036%
5/15/2025 One Wealth Capital Management LLC6,155$414K0.2%-30.6%0.056%
(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, 252 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI EAFE ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($108.62M), IMA Advisory Services Inc. ($54.40M), Syntrinsic LLC ($36.28M), Envestnet Portfolio Solutions Inc. ($22.40M), Sei Investments Co. ($21M), LPL Financial LLC ($20.78M), and SigFig Wealth Management LLC ($17.23M).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 229 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. ($216.16K), 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 2,499,374 shares in the last 24 months. This purchase volume represents approximately $169.27M in transactions.

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

Of the 102 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. ($861.77K), Envestnet Portfolio Solutions Inc. ($390.14K), Syntrinsic LLC ($126.39K), LPL Financial LLC ($116.55K), Park Avenue Securities LLC ($71.33K), Flow Traders U.S. LLC ($71.27K), and Atria Wealth Solutions Inc. ($51.04K).

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

Institutional investors have sold a total of 2,162,664 shares in the last 24 months. This volume of shares sold represents approximately $148.07M in transactions.


Related Companies

This page (NASDAQ:DMXF) was last updated on 8/14/2025 by MarketBeat.com Staff
From Our Partners
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
Generate up to $5,000/month with 10X less money?
The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly inco...
Investors Alley | Sponsored
When the levee breaks
The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...
Porter & Company | Sponsored
But this $20 American company could control the secret
The "Impossible" Chip That Runs on Pure Light Google's quantum computer shocked the world... but China DEMO...
The Oxford Club | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
One stock to replace Nvidia
Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another...
InvestorPlace | Sponsored