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Albion Financial Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Albion Financial Group’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 		$3.27M Buy
38,662
+168
+0.4% +$13.7K 0.19% 74
2026
Q1 		$2.9M Buy
38,494
+49
+0.1% +$3.83K 0.19% 73
2025
Q4 		$2.89M Sell
38,445
-1,196
-3% -$91.2K 0.18% 73
2025
Q3 		$3M Buy
39,641
+18
+0% +$1.34K 0.18% 75
2025
Q2 		$2.95M Buy
39,623
+96
+0.2% +$6.79K 0.19% 75
2025
Q1 		$2.66M Buy
39,527
+13,230
+50% +$897K 0.19% 79
2024
Q4 		$1.7M Buy
26,297
+88
+0.3% +$5.98K 0.12% 86
2024
Q3 		$1.89M Buy
26,209
+80
+0.3% +$5.54K 0.13% 81
2024
Q2 		$1.76M Buy
26,129
+360
+1% +$24.3K 0.13% 82
2024
Q1 		$1.76M Buy
25,769
+1,428
+6% +$93.7K 0.14% 83
2023
Q4 		$1.55M Buy
24,341
+86
+0.4% +$5.09K 0.13% 84
2023
Q3 		$1.38M Buy
24,255
+23,793
+5,150% +$1.42M 0.13% 87
2023
Q2 		$28.1K Buy
+462
New +$28K ﹤0.01% 253

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

Albion Financial Group's DMXF Position: Q2 2026 in Review

Albion Financial Group increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.44% in Q2 2026, buying an estimated $13.7K and bringing the position to 38,662 shares worth $3.27M. The position accounts for 0.19% of the portfolio, ranked #74.

Albion Financial Group first reported a position in DMXF in Q2 2023 and has held it in 13 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Albion Financial Group held 38,662 shares of iShares ESG Advanced MSCI EAFE ETF worth $3.27M as of Q2 2026.
  • Albion Financial Group bought 168 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $13.7K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.19% of Albion Financial Group's portfolio in Q2 2026, its #74 holding.
  • Albion Financial Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.