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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Aufman Associates's DMXF Position: Q1 2026 in Review

Aufman Associates held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q1 2026 at 2,819 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #62.

Aufman Associates first reported a position in DMXF in Q2 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • Aufman Associates held 2,819 shares of iShares ESG Advanced MSCI EAFE ETF worth $213K as of Q1 2026.
  • Aufman Associates left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.1% of Aufman Associates's portfolio in Q1 2026, its #62 holding.
  • Aufman Associates first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.