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DMXF icon

Aufman Associates’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Aufman Associates’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 		$240K Buy
2,840
+21
+0.7% +$1.72K 0.1% 59
2026
Q1 		$213K Hold
2,819
– – 0.1% 62
2025
Q4 		$212K Buy
2,819
+91
+3% +$6.94K 0.11% 64
2025
Q3 		$207K Hold
2,728
– – 0.12% 61
2025
Q2 		$203K Buy
+2,728
New +$193K 0.13% 62

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

Aufman Associates's DMXF Position: Q2 2026 in Review

Aufman Associates increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.74% in Q2 2026, buying an estimated $1.72K and bringing the position to 2,840 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #59.

Aufman Associates first reported a position in DMXF in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Aufman Associates held 2,840 shares of iShares ESG Advanced MSCI EAFE ETF worth $240K as of Q2 2026.
  • Aufman Associates bought 21 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $1.72K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.1% of Aufman Associates's portfolio in Q2 2026, its #59 holding.
  • Aufman Associates first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.