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

Aptus Capital 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 		$514K Buy
6,077
+26
+0.4% +$2.13K ﹤0.01% 782
2026
Q1 		$457K Buy
6,051
+72
+1% +$5.63K ﹤0.01% 738
2025
Q4 		$449K Buy
5,979
+70
+1% +$5.34K ﹤0.01% 769
2025
Q3 		$448K Sell
5,909
-342
-5% -$25.5K ﹤0.01% 724
2025
Q2 		$465K Buy
6,251
+34
+0.5% +$2.4K ﹤0.01% 694
2025
Q1 		$419K Sell
6,217
-157
-2% -$10.6K ﹤0.01% 690
2024
Q4 		$412K Buy
6,374
+187
+3% +$12.7K ﹤0.01% 693
2024
Q3 		$446K Sell
6,187
-846
-12% -$58.6K 0.01% 566
2024
Q2 		$474K Buy
7,033
+140
+2% +$9.45K 0.01% 523
2024
Q1 		$470K Sell
6,893
-8,130
-54% -$533K 0.01% 530
2023
Q4 		$960K Buy
15,023
+9,727
+184% +$576K 0.03% 295
2023
Q3 		$302K Sell
5,296
-30
-0.6% -$1.79K 0.01% 473
2023
Q2 		$324K Sell
5,326
-333
-6% -$20.2K 0.01% 393
2023
Q1 		$337K Buy
5,659
+5,274
+1,370% +$306K 0.01% 375
2022
Q4 		$20.9K Sell
385
-2,671
-87% -$138K ﹤0.01% 648
2022
Q3 		$142K Sell
3,056
-7
-0.2% -$364 ﹤0.01% 470
2022
Q2 		$160K Buy
3,063
+333
+12% +$18.7K ﹤0.01% 392
2022
Q1 		$167K Buy
2,730
+425
+18% +$26.9K ﹤0.01% 437
2021
Q4 		$159K Hold
2,305
– – ﹤0.01% 372
2021
Q3 		$156K Buy
2,305
+187
+9% +$13K ﹤0.01% 366
2021
Q2 		$143K Buy
2,118
+339
+19% +$23K ﹤0.01% 380
2021
Q1 		$115K Buy
+1,779
New +$115K ﹤0.01% 364

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

Aptus Capital Advisors's DMXF Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.43% in Q2 2026, buying an estimated $2.13K and bringing the position to 6,077 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Aptus Capital Advisors first reported a position in DMXF in Q1 2021 and has held it in 22 quarters since. The position peaked at $960K in Q4 2023. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Aptus Capital Advisors held 6,077 shares of iShares ESG Advanced MSCI EAFE ETF worth $514K as of Q2 2026.
  • Aptus Capital Advisors bought 26 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $2.13K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #782 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Aptus Capital Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $960K in Q4 2023.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.