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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: 3-31-2022 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 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
   TD Waterhouse Canada Inc. 341 - 2024-03-31 43,715 $2,942,000 0
   Financial Gravity Wealth Inc. 137 - 2023-12-31 7,695 $2,191,000 0
   Plancorp LLC 103 - 2023-12-31 18,428 $1,177,000 0
   PRUDENTIAL CORP PLC 589 - 2023-12-31 15,000 $958,000 0
   LAZARD ASSET MANAGEMENT LLC 785 - 2023-12-31 13,814 $882,000 0
   Biltmore Family Office LLC 91 - 2023-12-31 11,528 $736,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 291 - 2024-03-31 10,150 $692,000 0
   MA Private Wealth 50 - 2024-03-31 8,027 $547,000 0
   Monterey Private Wealth Inc. 69 - 2024-03-31 5,106 $348,000 0
   SOA Wealth Advisors LLC. 176 - 2024-03-31 3,073 $209,000 0
   Keener Financial Planning LLC 45 - 2024-03-31 2,702 $185,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 554 - 2024-03-31 1,559 $106,000 0
   PRINCIPAL SECURITIES INC. 1297 - 2024-03-31 1,350 $92,000 0
   NATIONAL BANK OF CANADA /FI/ 1642 - 2023-12-31 679 $43,000 0
   Tortoise Investment Management LLC 442 - 2024-03-31 470 $32,000 0
   GPS Wealth Strategies Group LLC 620 - 2024-03-31 450 $31,000 0
   Richardson Capital Management LLC 109 - 2024-03-31 220 $15,000 0
   CVA Family Office LLC 703 - 2024-03-31 197 $13,000 0
   NBT BANK N A /NY 467 - 2024-03-31 162 $11,000 0
   Morton Brown Family Wealth LLC 170 - 2024-03-31 96 $7,000 0
   PSI Advisors LLC 547 - 2024-03-31 81 $6,000 0
   Cassady Schiller Wealth Management LLC 361 - 2023-12-31 74 $5,000 0
   BARRETT & COMPANY INC. 515 - 2024-03-31 37 $3,000 0
   LGT Financial Advisors LLC 761 - 2024-03-31 13 $1,000 0
  24 Records found
  1    
  Page 1 of 1
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