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Apella Capital’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Apella Capital’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
Q3 		$6.1M Sell
72,289
-3,373
-4% -$287K 0.08% 168
2026
Q2 		$6.34M Sell
75,662
-61
-0.1% -$4.99K 0.09% 147
2026
Q1 		$6.22M Buy
+75,723
New +$5.92M 0.09% 145

Other funds holding DMXF

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Apella Capital's DMXF Position: Q3 2026 in Review

Apella Capital reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 4.5% in Q3 2026, selling an estimated $287K and leaving 72,289 shares worth $6.1M. The position accounts for 0.08% of the portfolio, ranked #168.

Apella Capital first reported a position in DMXF in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.34M in Q2 2026. 9 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • Apella Capital held 72,289 shares of iShares ESG Advanced MSCI EAFE ETF worth $6.1M as of Q3 2026.
  • Apella Capital sold 3,373 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $287K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.08% of Apella Capital's portfolio in Q3 2026, its #168 holding.
  • Apella Capital first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's iShares ESG Advanced MSCI EAFE ETF position peaked at $6.34M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.