Public ownership evidence

iShares ESG Advanced MSCI EAFE ETF (DMXF) Ownership Disclosures

Read DMXF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares ESG Advanced MSCI EAFE ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
16,897
Value (USD)
$1,429,526
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DMXF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DMXF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2916,897$1,429,526None
Cornerstone Financial Management LLC2026-03-312026-08-2915,937$1,202,409None
Cornerstone Financial Management LLC2025-12-312026-08-2915,801$1,187,589None
Sankala Group LLC2026-06-302026-08-1970$6,048None
Beacon Pointe Advisors, LLC2026-06-302026-08-1937,593$3,180,363None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1862,987$5,328,700None
Transamerica Financial Advisors, LLC2026-06-302026-08-181,158$98,027None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1814,332$1,211,594None
Equitable Holdings, Inc.2026-06-302026-08-1815,002$1,269,128None
EFG International AG2026-06-302026-08-15238$20,135None
SEI INVESTMENTS CO2026-06-302026-08-15389,776$32,975,080None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1535$2,961None
Modern Wealth Management, LLC2026-06-302026-08-1554,843$4,639,702None
Milestone Investment Advisors LLC2026-06-302026-08-152,330$197,081None
AIRE ADVISORS, LLC2026-06-302026-08-152,697$228,187None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-152,729$230,901None
IFG Advisory, LLC2026-06-302026-08-15172$14,551None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520,640$1,746,120None
OSAIC HOLDINGS, INC.2026-06-302026-08-15238$20,135None
OSAIC HOLDINGS, INC.2026-06-302026-08-15244$20,610None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,555$1,232,208None
Betterment LLC2026-06-302026-08-154,973$421,000None
JANE STREET GROUP, LLC2026-06-302026-08-1530,117$2,547,898None
Orion Porfolio Solutions, LLC2026-06-302026-08-1512,946$1,095,238None
Regal Investment Advisors LLC2026-06-302026-08-155,469$462,678None
FLOW TRADERS U.S. LLC2026-06-302026-08-1538,309$3,241,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15125,355$10,605,033None
Medallion Wealth Advisors, LLC2026-06-302026-08-15565$33,516None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15181$15,294None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15121$10,272None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1510$824None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1527$2,287None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1522$1,834None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1522$1,834None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-157$539None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15163$13,827None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1518$1,541None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15265$22,443None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1528$2,312None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1517$1,367None
Arjuna Capital2026-06-302026-08-1524,261$2,052,481None
BROWN ADVISORY INC2026-06-302026-08-1522,045$1,865,007None
Davis Wealth Advisors, LLC2026-06-302026-08-1511,334$958,931None
&PARTNERS2026-06-302026-08-153,912$330,929None
LAZARD ASSET MANAGEMENT LLC2026-06-302026-08-1513,209$1,117,481None
Thrivent Financial for Lutherans2026-06-302026-08-1545,283$3,822,000None
Thrivent Financial for Lutherans2026-06-302026-08-1530,142$2,550,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,655$220,598None
MAI Capital Management2026-06-302026-08-159,513$804,841None
Cerity Partners LLC2026-06-302026-08-158,768$741,811None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Sankala Group LLC ↗Beacon Pointe Advisors, LLC ↗Balanced Rock Investment Advisors LLC ↗Transamerica Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗EFG International AG ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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