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DMXF icon

Atwater Malick’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Atwater Malick’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 		$2.95M Buy
34,843
+1,640
+5% +$134K 0.64% 28
2026
Q1 		$2.51M Buy
33,203
+930
+3% +$72.7K 0.68% 27
2025
Q4 		$2.43M Buy
32,273
+455
+1% +$34.7K 0.67% 30
2025
Q3 		$2.41M Buy
31,818
+540
+2% +$40.2K 0.7% 30
2025
Q2 		$2.33M Buy
31,278
+1,737
+6% +$123K 0.74% 30
2025
Q1 		$1.99M Buy
29,541
+7,502
+34% +$508K 0.67% 30
2024
Q4 		$1.42M Hold
22,039
– – 0.48% 32
2024
Q3 		$1.59M Buy
22,039
+1,577
+8% +$109K 0.51% 32
2024
Q2 		$1.38M Hold
20,462
– – 0.48% 33
2024
Q1 		$1.39M Buy
20,462
+1,540
+8% +$101K 0.49% 32
2023
Q4 		$1.21M Buy
18,922
+157
+0.8% +$9.29K 0.47% 31
2023
Q3 		$1.07M Buy
18,765
+678
+4% +$40.5K 0.47% 33
2023
Q2 		$1.1M Buy
+18,087
New +$1.1M 0.47% 28

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

Atwater Malick's DMXF Position: Q2 2026 in Review

Atwater Malick increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 4.9% in Q2 2026, buying an estimated $134K and bringing the position to 34,843 shares worth $2.95M. The position accounts for 0.64% of the portfolio, ranked #28.

Atwater Malick first reported a position in DMXF in Q2 2023 and has held it in 13 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Atwater Malick held 34,843 shares of iShares ESG Advanced MSCI EAFE ETF worth $2.95M as of Q2 2026.
  • Atwater Malick bought 1,640 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $134K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.64% of Atwater Malick's portfolio in Q2 2026, its #28 holding.
  • Atwater Malick first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.