Atria Investments’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Atria Investments’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	$260K	Sell	3,072 -695	-18%	-$56.8K	﹤0.01%	1938
2026 Q1	$284K	Buy	+3,767	New	+$295K	﹤0.01%	1791
2025 Q3	–	Sell	-3,714	Closed	-$277K	–	2042
2025 Q2	$277K	Sell	3,714 -335	-8%	-$23.7K	﹤0.01%	1760
2025 Q1	$273K	Sell	4,049 -1,123	-22%	-$76.1K	﹤0.01%	1671
2024 Q4	$334K	Sell	5,172 -1,138	-18%	-$77.4K	﹤0.01%	1546
2024 Q3	$455K	Buy	6,310 +1,307	+26%	+$90.5K	0.01%	1379
2024 Q2	$337K	Buy	+5,003	New	+$338K	﹤0.01%	1516

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 22.9% 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 19.28% 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

Atria Investments's DMXF Position: Q2 2026 in Review

Atria Investments reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 18% in Q2 2026, selling an estimated $56.8K and leaving 3,072 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Atria Investments first reported a position in DMXF in Q2 2024 and has held it in 7 quarters since. The position peaked at $455K in Q3 2024. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Atria Investments held 3,072 shares of iShares ESG Advanced MSCI EAFE ETF worth $260K as of Q2 2026.
Atria Investments sold 695 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $56.8K.
iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1938 holding.
Atria Investments first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
Atria Investments's iShares ESG Advanced MSCI EAFE ETF position peaked at $455K in Q3 2024.
264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.