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 Q3	$2.95M	Hold	34,843	–	–	0.65%	28
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

CCWP

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

EFN

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

AIM

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

SRB

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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Atwater Malick's DMXF Position: Q3 2026 in Review

Atwater Malick held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q3 2026 at 34,843 shares worth $2.95M. The position accounts for 0.65% of the portfolio, ranked #28.

Atwater Malick first reported a position in DMXF in Q2 2023 and has held it in 14 quarters since. 47 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Atwater Malick held 34,843 shares of iShares ESG Advanced MSCI EAFE ETF worth $2.95M as of Q3 2026.
Atwater Malick left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q3 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.65% of Atwater Malick's portfolio in Q3 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 14 quarters since.
47 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.