ISHARES ESG ADVANC MSCI EAFE (DMXF) Institutional Shareholders
ISHARES ESG ADVANC MSCI EAFE (DMXF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $962.98M in DMXF holdings during the latest filing period.
Northwest & Ethical Investments L.P. is currently the largest disclosed institutional shareholder of DMXF tracked by InsiderSet, reporting ownership valued at approximately $288.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $290.16M, representing an estimated gain of +0.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed DMXF value among the investors covered in this analysis. Major shareholders include Northwest & Ethical Investments L.P., Envestnet Asset Management Inc, Ima Advisory Services, Inc., and several other long-term asset managers with concentrated positions in ISHARES ESG ADVANC MSCI EAFE (DMXF).
This page ranks the largest institutional DMXF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
249
Total Reported Value
$962.98M
Largest Holder
Northwest & Ethical Investments L.P.
Largest Position
$288.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 6.72% | 3,409,570 | $288,449,622 | $290,157,817 | +$1,708,195 | +0.59% | |
| Envestnet Asset Management Inc | 0.02% | 1,116,943 | $94,493,392 | $95,052,966 | +$559,574 | +0.59% | |
| Ima Advisory Services, Inc. | 4.35% | 822,257 | $69,495,724 | $69,974,893 | +$479,169 | +0.69% | |
| Blackrock, Inc. | 0.00% | 774,640 | $65,534,544 | $65,922,639 | +$388,095 | +0.59% | |
| Lpl Financial Llc | 0.01% | 416,766 | $35,258,375 | $35,467,203 | +$208,828 | +0.59% | |
| Sei Investments Co | 0.03% | 389,776 | $32,975,080 | $33,170,327 | +$195,247 | +0.59% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 9.77% | 245,699 | $20,786,124 | $20,909,231 | +$123,107 | +0.59% | |
| Envestnet Portfolio Solutions, Inc. | 0.09% | 214,571 | $18,152,700 | $18,260,207 | +$107,507 | +0.59% | |
| Jpmorgan Chase & Co | 0.00% | 211,765 | $17,773,263 | $18,021,413 | +$248,150 | +1.40% | |
| Allworth Financial Lp | 0.06% | 179,916 | $15,220,910 | $15,311,032 | +$90,122 | +0.59% | |
| Rwa Wealth Partners, Llc | 0.12% | 152,267 | $12,881,835 | $12,958,074 | +$76,239 | +0.59% | |
| Susquehanna International Group, Llp | 0.01% | 125,355 | $10,605,033 | $10,667,836 | +$62,803 | +0.59% | |
| Cetera Investment Advisers | 0.01% | 113,050 | $9,564,017 | $9,620,668 | +$56,651 | +0.59% | |
| Bailard, Inc. | 0.19% | 108,027 | $9,139,084 | $9,193,206 | +$54,122 | +0.59% | |
| Values Added Financial Llc | 3.30% | 107,954 | $9,132,869 | $9,186,993 | +$54,124 | +0.59% | |
| Park Avenue Securities Llc | 0.06% | 104,605 | $8,850,000 | $8,901,990 | +$51,990 | +0.59% | |
| Accredited Investors Inc. | 0.37% | 101,689 | $8,602,890 | $8,653,836 | +$50,946 | +0.59% | |
| Thrivent Financial For Lutherans | 0.01% | 75,425 | $6,372,000 | $6,418,743 | +$46,743 | +0.73% | |
| Apella Capital, Llc | 0.09% | 75,662 | $6,336,504 | $6,438,912 | +$102,408 | +1.62% | |
| Regatta Capital Group, Llc | 0.80% | 70,362 | $5,952,640 | $5,987,877 | +$35,237 | +0.59% | |
| Mml Investors Services, Llc | 0.01% | 69,211 | $5,855,272 | $5,889,925 | +$34,653 | +0.59% | |
| Invera Wealth Advisors, Llc | 3.05% | 67,313 | $5,694,680 | $5,728,404 | +$33,724 | +0.59% | |
| Financial Connections Group, Inc. | 1.97% | 75,280 | $5,679,000 | $6,406,403 | +$727,403 | +12.81% | |
| Balanced Rock Investment Advisors Llc | 3.32% | 62,987 | $5,328,700 | $5,360,257 | +$31,557 | +0.59% | |
| Royal Bank Of Canada | 0.00% | 59,385 | $5,024,000 | $5,053,723 | +$29,723 | +0.59% | |
| Modern Wealth Management, Llc | 0.06% | 54,843 | $4,639,702 | $4,667,194 | +$27,492 | +0.59% | |
| Ubs Group Ag | 0.00% | 53,990 | $4,567,554 | $4,594,603 | +$27,049 | +0.59% | |
| Cwm, Llc | 0.01% | 55,675 | $4,200,694 | $4,737,998 | +$537,304 | +12.79% | |
| Walkner Condon Financial Advisors Llc | 0.47% | 48,437 | $4,097,770 | $4,122,037 | +$24,267 | +0.59% | |
| Td Waterhouse Canada Inc. | 0.01% | 43,715 | $3,654,574 | $3,720,190 | +$65,616 | +1.80% | |
| Sofi Wealth, Llc | 0.15% | 43,134 | $3,649,135 | $3,670,747 | +$21,612 | +0.59% | |
| Atlantic Private Wealth, Llc | 2.23% | 42,917 | $3,630,778 | $3,652,280 | +$21,502 | +0.59% | |
| Equita Financial Network, Inc. | 1.00% | 42,427 | $3,589,324 | $3,610,580 | +$21,256 | +0.59% | |
| Fmr Llc | 0.00% | 42,393 | $3,586,471 | $3,607,687 | +$21,216 | +0.59% | |
| Decker Retirement Planning Inc. | 1.14% | 39,438 | $3,336,488 | $3,356,213 | +$19,725 | +0.59% | |
| Janney Montgomery Scott Llc | 0.01% | 39,278 | $3,323,000 | $3,342,597 | +$19,597 | +0.59% | |
| Albion Financial Group | 0.19% | 38,662 | $3,270,771 | $3,290,175 | +$19,404 | +0.59% | |
| Flow Traders U.S. Llc | 0.13% | 38,309 | $3,241,000 | $3,260,134 | +$19,134 | +0.59% | |
| Beacon Pointe Advisors, Llc | 0.01% | 37,593 | $3,180,363 | $3,199,202 | +$18,839 | +0.59% | |
| Osaic Holdings, Inc. | 0.00% | 35,677 | $3,019,073 | $3,036,148 | +$17,075 | +0.57% | |
| Robertson Stephens Wealth Management, Llc | 0.07% | 35,593 | $3,011,168 | $3,029,000 | +$17,832 | +0.59% | |
| Atwater Malick Llc | 0.64% | 34,843 | $2,947,718 | $2,965,174 | +$17,456 | +0.59% | |
| Fiera Capital Corp | 0.01% | 34,315 | $2,903,049 | $2,920,241 | +$17,192 | +0.59% | |
| Westfuller Advisors, Llc | 0.99% | 32,125 | $2,717,741 | $2,733,870 | +$16,129 | +0.59% | |
| Assetmark, Inc | 0.00% | 30,952 | $2,618,539 | $2,634,046 | +$15,507 | +0.59% | |
| Northrock Partners, Llc | 0.04% | 30,831 | $2,608,302 | $2,623,749 | +$15,447 | +0.59% | |
| One Wealth Advisors, Llc | 0.28% | 30,151 | $2,550,775 | $2,565,880 | +$15,105 | +0.59% | |
| Jane Street Group, Llc | 0.00% | 30,117 | $2,547,898 | $2,562,987 | +$15,089 | +0.59% | |
| Avise Financial Cooperative, Inc. | 1.69% | 28,211 | $2,386,658 | $2,400,784 | +$14,126 | +0.59% | |
| Wells Fargo & Company/Mn | 0.00% | 26,965 | $2,281,271 | $2,294,748 | +$13,477 | +0.59% |
Frequently asked questions about DMXF
Who owns the most DMXF stock?
The largest holders of DMXF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG ADVANC MSCI EAFE (DMXF).
Is DMXF widely held by superinvestors?
Many widely followed stocks like DMXF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DMXF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.