DMXF — ISHARES ESG ADVANCED MSCI EAFE ETF

Ownership history in Syntrinsic LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Syntrinsic LLC reported a position in ISHARES ESG ADVANCED MSCI EAFE ETF (DMXF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
12.07% (2024 Q3)
Avg. % of fund
6.19%
First filed
2024 Q2
Last filed
2024 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 504,017 +492,444 +4255.1% 12.07% $36.3M $67.75
2024 Q2 INITIATED 11,573 — — 0.31% $661K —
% of Fund (quarterly)    DMXF price (monthly, adj. close)

Other funds also holding DMXF

As of 2025 Q4 — sorted by position size

IMA Advisory Services, Inc. 3Y 7Y 5.29% Balanced Rock Investment Advisors LLC 3.31% Invera Wealth Advisors, LLC 3.1% Values Added Financial LLC 3.05% Atlantic Private Wealth, LLC 3Y 2.02% Financial Connections Group, Inc. 3Y 1.99% Westfuller Advisors, LLC 0.98% Shotwell Rutter Baer Inc 0.91% Equita Financial Network, Inc. 0.87% Atwater Malick LLC 3Y 7Y 0.67%
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