Arax Advisory Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Arax Advisory Partners’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	$270K	Buy	3,193 +691	+28%	+$56.5K	﹤0.01%	2037
2026 Q1	$189K	Sell	2,502 -165	-6%	-$12.9K	0.01%	1108
2025 Q4	$200K	Buy	+2,667	New	+$203K	0.01%	1047
2025 Q3	–	Sell	-2,502	Closed	-$186K	–	3757
2025 Q2	$186K	Sell	2,502 -2,502	-50%	-$177K	0.01%	676
2025 Q1	$337K	Buy	5,004 +2,502	+100%	+$170K	0.02%	394
2024 Q4	$162K	Buy	2,502 +2,153	+617%	+$146K	0.01%	543
2024 Q3	$25.1K	Buy	+349	New	+$24.2K	﹤0.01%	983

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

Arax Advisory Partners's DMXF Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 28% in Q2 2026, buying an estimated $56.5K and bringing the position to 3,193 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Arax Advisory Partners first reported a position in DMXF in Q3 2024 and has held it in 7 quarters since. The position peaked at $337K in Q1 2025. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Arax Advisory Partners held 3,193 shares of iShares ESG Advanced MSCI EAFE ETF worth $270K as of Q2 2026.
Arax Advisory Partners bought 691 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $56.5K.
iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2037 holding.
Arax Advisory Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
Arax Advisory Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $337K in Q1 2025.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.