ISHARES ESG ADVANC MSCI EAFE (DMXF) Institutional Ownership Changes & 13F Activity

ISHARES ESG ADVANC MSCI EAFE (DMXF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Thrivent Financial For Lutherans, Flow Traders U.S. Llc, Goldman Sachs Group Inc, Brown Advisory Inc, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+10,219+0.9%1,116,943$94.49MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+2,322+1.1%214,571$18.15MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+721+2.8%26,093$2.21MQ2 2026Sep 09, 2026
Cornerstone Financial Management LlcBuy+960+6.0%16,897$1.43MQ2 2026Aug 28, 2026
Beacon Pointe Advisors, LlcBuy+7,295+24.1%37,593$3.18MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-1,540-9.7%14,332$1.21MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcBuy+656+1.1%62,987$5.33MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+600+107.5%1,158$98.03KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+210+1.4%15,002$1.27MQ2 2026Aug 17, 2026
Thrivent Financial For LutheransBuy+46,931+164.7%75,425$6.37MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+38,309—38,309$3.24MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-37,811-68.2%17,666$1.49MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+18,045+451.1%22,045$1.87MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-16,522-11.6%125,355$10.61MQ2 2026Aug 14, 2026
Sei Investments CoBuy+15,798+4.2%389,776$32.98MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+10,892+22.5%59,385$5.02MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+10,004+49.7%30,117$2.55MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-9,415-51.8%8,768$741.81KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+7,776+16.5%54,843$4.64MQ2 2026Aug 14, 2026
Arjuna CapitalSell-6,817-21.9%24,261$2.05MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6,131+20.8%35,677$3.02MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+3,085+12.9%26,965$2.28MQ2 2026Aug 14, 2026
Endeavor Private Wealth, Inc.Buy+2,729—2,729$230.90KQ2 2026Aug 14, 2026
Davis Wealth Advisors, LlcBuy+1,752+18.3%11,334$958.93KQ2 2026Aug 14, 2026
Betterment LlcSell-1,662-25.0%4,973$421.00KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+1,494+18.6%9,513$804.84KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+1,298+11.1%12,946$1.10MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+859—859$72.54KQ2 2026Aug 14, 2026
Prudential PlcSell-712-34.0%1,383$117.00KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+647+2.9%22,622$1.91MQ2 2026Aug 14, 2026
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Frequently asked questions about DMXF activity

  • Which institutional owners are buying DMXF?

    Institutional owners buying DMXF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DMXF activity?

    "Buy" means an investor increased their reported position in DMXF compared to the prior reporting period. This reflects growing exposure to ISHARES ESG ADVANC MSCI EAFE (DMXF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DMXF increasing?

    Institutional interest in DMXF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.