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

Aspect 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 Q3	$131K	Buy	+1,544	New	+$132K	0.05%	100

Other funds holding DMXF

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Aspect Partners's DMXF Position: Q3 2026 in Review

Aspect Partners opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2026: 1,544 shares worth $131K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings.

59 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Aspect Partners held 1,544 shares of iShares ESG Advanced MSCI EAFE ETF worth $131K as of Q3 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Aspect Partners position in Q3 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.05% of Aspect Partners's portfolio in Q3 2026, its #100 holding.
59 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.