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Accredited Investors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Accredited Investors’s Portfolio DMXF Stock Details DMXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.6M Buy
101,689
+17,060
+20% +$1.39M 0.37% 37
2026
Q1 		$6.39M Buy
84,629
+1,220
+1% +$95.4K 0.34% 40
2025
Q4 		$6.27M Buy
83,409
+3,712
+5% +$283K 0.33% 42
2025
Q3 		$6.04M Sell
79,697
-96
-0.1% -$7.15K 0.34% 41
2025
Q2 		$5.94M Buy
79,793
+6,742
+9% +$477K 0.35% 41
2025
Q1 		$4.92M Buy
73,051
+13,781
+23% +$934K 0.31% 40
2024
Q4 		$3.83M Buy
59,270
+5,529
+10% +$376K 0.22% 44
2024
Q3 		$3.87M Sell
53,741
-296
-0.5% -$20.5K 0.22% 45
2024
Q2 		$3.64M Buy
54,037
+5,823
+12% +$393K 0.23% 42
2024
Q1 		$3.28M Buy
48,214
+711
+1% +$46.6K 0.21% 45
2023
Q4 		$3.03M Buy
47,503
+7,286
+18% +$431K 0.22% 48
2023
Q3 		$2.3M Buy
40,217
+973
+2% +$58.1K 0.17% 49
2023
Q2 		$2.39M Buy
39,244
+1,910
+5% +$116K 0.17% 47
2023
Q1 		$2.22M Sell
37,334
-879
-2% -$51K 0.17% 47
2022
Q4 		$2.07M Buy
38,213
+8,057
+27% +$417K 0.18% 49
2022
Q3 		$1.41M Buy
30,156
+4,447
+17% +$231K 0.16% 51
2022
Q2 		$1.34M Buy
25,709
+3,214
+14% +$181K 0.16% 53
2022
Q1 		$1.37M Buy
22,495
+9,883
+78% +$626K 0.12% 60
2021
Q4 		$867K Buy
12,612
+2,005
+19% +$138K 0.08% 85
2021
Q3 		$719K Buy
10,607
+1,511
+17% +$105K 0.08% 81
2021
Q2 		$616K Buy
9,096
+2,811
+45% +$191K 0.06% 94
2021
Q1 		$408K Buy
6,285
+1,300
+26% +$84.2K 0.05% 108
2020
Q4 		$315K Buy
+4,985
New +$293K 0.05% 119

Other funds holding DMXF

NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Accredited Investors's DMXF Position: Q2 2026 in Review

Accredited Investors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 20% in Q2 2026, buying an estimated $1.39M and bringing the position to 101,689 shares worth $8.6M. The position accounts for 0.37% of the portfolio, ranked #37.

Accredited Investors first reported a position in DMXF in Q4 2020 and has held it in 23 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Accredited Investors held 101,689 shares of iShares ESG Advanced MSCI EAFE ETF worth $8.6M as of Q2 2026.
  • Accredited Investors bought 17,060 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $1.39M.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.37% of Accredited Investors's portfolio in Q2 2026, its #37 holding.
  • Accredited Investors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.