ISHARES ESG ADVANC MSCI EAFE (DMXF) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $557.94M in DMXF holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of DMXF tracked by InsiderSet, reporting ownership valued at approximately $83.50M in its March 31, 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 $93.32M, representing an estimated gain of +11.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed DMXF value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Blackrock, 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
242
Total Reported Value
$557.94M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$83.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
166
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.02% | 1,106,724 | $83,502,355 | $93,318,968 | +$9,816,613 | +11.76% | |
| Blackrock, Inc. | 0.00% | 840,981 | $63,452,016 | $70,911,518 | +$7,459,502 | +11.76% | |
| Ima Advisory Services, Inc. | 5.42% | 736,635 | $55,527,836 | $62,113,063 | +$6,585,227 | +11.86% | |
| Sei Investments Co | 0.03% | 373,978 | $28,216,620 | $31,533,825 | +$3,317,205 | +11.76% | |
| Lpl Financial Llc | 0.01% | 359,463 | $27,121,447 | $30,309,920 | +$3,188,473 | +11.76% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 9.40% | 237,333 | $17,906,772 | $20,011,919 | +$2,105,147 | +11.76% | |
| Envestnet Portfolio Solutions, Inc. | 0.09% | 212,249 | $16,014,187 | $17,896,836 | +$1,882,649 | +11.76% | |
| Allworth Financial Lp | 0.05% | 178,041 | $13,433,222 | $15,012,417 | +$1,579,195 | +11.76% | |
| Rwa Wealth Partners, Llc | 0.12% | 149,197 | $11,256,896 | $12,580,291 | +$1,323,395 | +11.76% | |
| Susquehanna International Group, Llp | 0.01% | 141,877 | $10,704,620 | $11,963,069 | +$1,258,449 | +11.76% | |
| Cetera Investment Advisers | 0.01% | 111,097 | $8,382,247 | $9,367,699 | +$985,452 | +11.76% | |
| Values Added Financial Llc | 3.38% | 106,524 | $8,037,201 | $8,982,104 | +$944,903 | +11.76% | |
| Bailard, Inc. | 0.18% | 104,179 | $7,860,306 | $8,784,373 | +$924,067 | +11.76% | |
| Accredited Investors Inc. | 0.34% | 84,629 | $6,385,258 | $7,135,917 | +$750,659 | +11.76% | |
| Apella Capital, Llc | 0.09% | 75,723 | $6,222,583 | $6,384,963 | +$162,380 | +2.61% | |
| Clearstead Advisors, Llc | 0.05% | 74,514 | $5,622,081 | $6,283,020 | +$660,939 | +11.76% | |
| Invera Wealth Advisors, Llc | 3.22% | 66,487 | $5,016,444 | $5,606,184 | +$589,740 | +11.76% | |
| Hightower Advisors, Llc | 0.01% | 63,563 | $4,795,812 | $5,359,632 | +$563,820 | +11.76% | |
| Balanced Rock Investment Advisors Llc | 3.30% | 62,331 | $4,702,874 | $5,255,750 | +$552,876 | +11.76% | |
| Regatta Capital Group, Llc | 0.65% | 57,193 | $4,315,235 | $4,822,514 | +$507,279 | +11.76% | |
| Mml Investors Services, Llc | 0.01% | 55,834 | $4,212,692 | $4,707,923 | +$495,231 | +11.76% | |
| Cwm, Llc | 0.01% | 55,675 | $4,200,694 | $4,694,516 | +$493,822 | +11.76% | |
| Goldman Sachs Group Inc | 0.00% | 55,477 | $4,185,740 | $4,677,821 | +$492,081 | +11.76% | |
| Ubs Group Ag | 0.00% | 54,086 | $4,080,789 | $4,560,532 | +$479,743 | +11.76% | |
| Walkner Condon Financial Advisors Llc | 0.49% | 49,039 | $3,699,993 | $4,134,968 | +$434,975 | +11.76% | |
| Royal Bank Of Canada | 0.00% | 48,493 | $3,659,000 | $4,088,930 | +$429,930 | +11.75% | |
| Modern Wealth Management, Llc | 0.06% | 47,067 | $3,606,730 | $3,968,689 | +$361,959 | +10.04% | |
| Td Waterhouse Canada Inc. | 0.01% | 43,715 | $3,346,820 | $3,686,049 | +$339,229 | +10.14% | |
| Atlantic Private Wealth, Llc | 2.18% | 44,188 | $3,333,985 | $3,725,932 | +$391,947 | +11.76% | |
| Fmr Llc | 0.00% | 43,330 | $3,269,215 | $3,653,586 | +$384,371 | +11.76% | |
| Equita Financial Network, Inc. | 0.94% | 39,420 | $2,974,239 | $3,323,894 | +$349,655 | +11.76% | |
| Albion Financial Group | 0.19% | 38,494 | $2,904,393 | $3,245,814 | +$341,421 | +11.76% | |
| Fiera Capital Corp | 0.01% | 34,315 | $2,589,067 | $2,893,441 | +$304,374 | +11.76% | |
| Decker Retirement Planning Inc. | 1.17% | 34,257 | $2,584,712 | $2,888,550 | +$303,838 | +11.76% | |
| Sofi Wealth, Llc | 0.12% | 33,590 | $2,534,400 | $2,832,309 | +$297,909 | +11.75% | |
| Atwater Malick Llc | 0.68% | 33,203 | $2,505,166 | $2,799,677 | +$294,511 | +11.76% | |
| Robertson Stephens Wealth Management, Llc | 0.07% | 33,138 | $2,500,262 | $2,794,196 | +$293,934 | +11.76% | |
| Corient Private Wealth Llc | 0.00% | 33,053 | $2,493,818 | $2,787,029 | +$293,211 | +11.76% | |
| Westfuller Advisors, Llc | 1.05% | 32,379 | $2,442,967 | $2,730,197 | +$287,230 | +11.76% | |
| Arjuna Capital | 0.60% | 31,078 | $2,344,836 | $2,620,497 | +$275,661 | +11.76% | |
| Northrock Partners, Llc | 0.04% | 30,772 | $2,321,823 | $2,594,695 | +$272,872 | +11.75% | |
| Beacon Pointe Advisors, Llc | 0.01% | 30,298 | $2,285,957 | $2,554,727 | +$268,770 | +11.76% | |
| Osaic Holdings, Inc. | 0.00% | 29,546 | $2,229,465 | $2,491,319 | +$261,854 | +11.75% | |
| One Wealth Advisors, Llc | 0.28% | 29,406 | $2,218,683 | $2,479,514 | +$260,831 | +11.76% | |
| Assetmark, Inc | 0.00% | 29,397 | $2,218,004 | $2,478,755 | +$260,751 | +11.76% | |
| Pathstone Holdings, Llc | 0.01% | 26,140 | $1,972,263 | $2,204,125 | +$231,862 | +11.76% | |
| Integrated Wealth Concepts Llc | 0.02% | 25,372 | $1,914,318 | $2,139,367 | +$225,049 | +11.76% | |
| Xy Planning Network, Inc. | 0.30% | 24,815 | $1,901,552 | $2,092,401 | +$190,849 | +10.04% | |
| Wells Fargo & Company/Mn | 0.00% | 23,880 | $1,801,710 | $2,013,562 | +$211,852 | +11.76% | |
| Archer Investment Management, Llc | 0.75% | 23,526 | $1,775,037 | $1,983,712 | +$208,675 | +11.76% |
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.