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DMXF icon

AGF Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

AGF Management’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 		$313K Sell
3,700
-400
-10% -$32.7K ﹤0.01% 637
2026
Q1 		$309K Sell
4,100
-200
-5% -$15.6K ﹤0.01% 619
2025
Q4 		$323K Buy
4,300
+600
+16% +$45.8K ﹤0.01% 622
2025
Q3 		$280K Buy
3,700
+100
+3% +$7.45K ﹤0.01% 627
2025
Q2 		$268K Buy
3,600
+200
+6% +$14.1K ﹤0.01% 608
2025
Q1 		$229K Buy
3,400
+200
+6% +$13.6K ﹤0.01% 647
2024
Q4 		$207K Buy
3,200
+100
+3% +$6.8K ﹤0.01% 680
2024
Q3 		$223K Hold
3,100
– – ﹤0.01% 660
2024
Q2 		$209K Sell
3,100
-2,600
-46% -$176K ﹤0.01% 670
2024
Q1 		$388K Sell
5,700
-300
-5% -$19.7K ﹤0.01% 655
2023
Q4 		$383K Sell
6,000
-400
-6% -$23.7K ﹤0.01% 666
2023
Q3 		$365K Buy
6,400
+2,400
+60% +$143K ﹤0.01% 670
2023
Q2 		$244K Hold
4,000
– – ﹤0.01% 645
2023
Q1 		$238K Buy
+4,000
New +$232K ﹤0.01% 724

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

AGF Management's DMXF Position: Q2 2026 in Review

AGF Management reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 9.8% in Q2 2026, selling an estimated $32.7K and leaving 3,700 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

AGF Management first reported a position in DMXF in Q1 2023 and has held it in 14 quarters since. The position peaked at $388K in Q1 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • AGF Management held 3,700 shares of iShares ESG Advanced MSCI EAFE ETF worth $313K as of Q2 2026.
  • AGF Management sold 400 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $32.7K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of AGF Management's portfolio in Q2 2026, its #637 holding.
  • AGF Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • AGF Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $388K in Q1 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.