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Get Institutions for : 
Ishares Esg Advanced Msci Eafe Etf (DMXF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 173    7
Total shares held : 
 6,219,224  
% of shares held : 
 69.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   30  
Amount of shares held : 
 -69,759  
% of shares held change : 
   -0.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 94,415
 1.52%
 
Increased Positions :
76
 303,128
 4.87%
 
Unchanged Positions :
28
 417,638
 6.72%
 
Decreased Positions :
53
-392,727
-6.31%
 
Closed Positions :
9
-74,575
-1.2%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SEI INVESTMENTS CO 1264 *New 2024-03-31 64,447 $4,391,000 64,447
   OLD MISSION CAPITAL LLC 170 *New 2024-03-31 44,509 $3,032,000 44,509
   IMPACTfolio LLC 12 *New 2024-03-31 34,915 $2,379,000 34,915
   REGATTA CAPITAL GROUP LLC 47 *New 2024-03-31 27,260 $1,857,000 27,260
   DOHJ LLC 58 *New 2024-03-31 23,379 $1,593,000 23,379
   SageView Advisory Group LLC 151 *New 2024-03-31 30,411 $1,431,000 30,411
   FRANKLIN RESOURCES INC 2096 *New 2024-03-31 7,649 $521,000 7,649
   Magnus Financial Group LLC 253 *New 2024-03-31 4,311 $294,000 4,311
   CONCENTRIC WEALTH MANAGEMENT LLC 117 *New 2024-03-31 4,020 $274,000 4,020
   Buttonwood Financial Group LLC 29 *New 2024-03-31 3,415 $233,000 3,415
   Change Path LLC 800 *New 2024-03-31 3,382 $230,000 3,382
   GOLDMAN SACHS GROUP INC/ 4204 *New 2024-03-31 3,337 $227,000 3,337
   STIFEL FINANCIAL CORP 3037 *New 2024-03-31 3,252 $222,000 3,252
   UMA Financial Services Inc. 169 *New 2024-03-31 3,096 $202,000 3,096
   TRUST CO OF VERMONT 414 *New 2024-03-31 1,175 $80,000 1,175
   MOGY JOEL R INVESTMENT COUNSEL INC 111 *New 2024-03-31 1,175 $80,000 1,175
   Continuum Advisory LLC 583 *New 2024-03-31 813 $55,000 813
   HANSON INVESTMENT MANAGEMENT 344 *New 2024-03-31 417 $28,000 417
  18 Records found
  1    
  Page 1 of 1
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