Aire Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Aire Advisors’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	$228K	Buy	2,697 +5	+0.2%	+$409	0.04%	162
2026 Q1	$203K	Hold	2,692	–	–	0.04%	157
2025 Q4	$202K	Buy	2,692 +16	+0.6%	+$1.22K	0.04%	147
2025 Q3	$203K	Buy	+2,676	New	+$199K	0.04%	160
2024 Q2	–	Sell	-4,997	Closed	-$341K	–	164
2024 Q1	$341K	Hold	4,997	–	–	0.08%	108
2023 Q4	$320K	Buy	4,997 +17	+0.3%	+$1.01K	0.08%	108
2023 Q3	$284K	Sell	4,980 -358	-7%	-$21.4K	0.08%	108
2023 Q2	$325K	Buy	5,338 +41	+0.8%	+$2.48K	0.09%	104
2023 Q1	$316K	Sell	5,297 -671	-11%	-$38.9K	0.09%	106
2022 Q4	$324K	Buy	5,968 +18	+0.3%	+$932	0.1%	101
2022 Q3	$277K	Buy	5,950 +1,497	+34%	+$77.9K	0.1%	109
2022 Q2	$232K	Buy	+4,453	New	+$251K	0.08%	123

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Aire Advisors's DMXF Position: Q2 2026 in Review

Aire Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.19% in Q2 2026, buying an estimated $409 and bringing the position to 2,697 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #162.

Aire Advisors first reported a position in DMXF in Q2 2022 and has held it in 12 quarters since. The position peaked at $341K in Q1 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Aire Advisors held 2,697 shares of iShares ESG Advanced MSCI EAFE ETF worth $228K as of Q2 2026.
Aire Advisors bought 5 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $409.
iShares ESG Advanced MSCI EAFE ETF made up 0.04% of Aire Advisors's portfolio in Q2 2026, its #162 holding.
Aire Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2022 and has held it in 12 quarters since.
Aire Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $341K in Q1 2024.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.