DMXF institutional holders

ISHARES ESG ADVANCED MSCI EAFE ETF · 13F, 2026Q2

Managers holding262
Shares held11,527,109
Reported value$974.7m
Quarter flows39 new, 123 added, 59 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Northwest & Ethical Investments L.P.3,409,570$288.4m6.7%
ENVESTNET ASSET MANAGEMENT INC1,116,943$94.5m0.0%
IMA Advisory Services, Inc.822,257$69.5m4.3%
BlackRock, Inc.774,640$65.5m0.0%
LPL Financial LLC416,766$35.3m0.0%
SEI INVESTMENTS CO389,776$33.0m0.0%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS245,699$20.8m9.8%
Envestnet Portfolio Solutions, Inc.214,571$18.2m0.1%
JPMORGAN CHASE & CO211,765$17.8m0.0%
Allworth Financial LP179,916$15.2m0.1%
RWA WEALTH PARTNERS, LLC152,267$12.9m0.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP125,355$10.6m0.0%
Cetera Investment Advisers113,050$9.6m0.0%
BAILARD, INC.108,027$9.1m0.2%
Values Added Financial LLC107,954$9.1m3.3%
PARK AVENUE SECURITIES LLC104,605$8.8m0.1%
Accredited Investors Inc.101,689$8.6m0.4%
Thrivent Financial for Lutherans75,425$6.4m0.0%
Apella Capital, LLC75,662$6.3m0.1%
REGATTA CAPITAL GROUP, LLC70,362$6.0m0.8%
MML INVESTORS SERVICES, LLC69,211$5.9m0.0%
HighTower Advisors, LLC68,588$5.8m0.0%
Invera Wealth Advisors, LLC67,313$5.7m3.1%
Balanced Rock Investment Advisors LLC62,987$5.3m3.3%
ROYAL BANK OF CANADA59,385$5.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DMXF"). DMXF price history · All 13F data

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