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 Q3	$239K	Sell	2,828 -12	-0.4%	-$1.02K	0.1%	56
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

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

SeedSafe Financial Austin, Texas $136M AUM 11.99% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

Aufman Associates's DMXF Position: Q3 2026 in Review

Aufman Associates reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.42% in Q3 2026, selling an estimated $1.02K and leaving 2,828 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #56.

Aufman Associates first reported a position in DMXF in Q2 2025 and has held it in 6 quarters since. The position peaked at $240K in Q2 2026. 128 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Aufman Associates held 2,828 shares of iShares ESG Advanced MSCI EAFE ETF worth $239K as of Q3 2026.
Aufman Associates sold 12 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $1.02K.
iShares ESG Advanced MSCI EAFE ETF made up 0.1% of Aufman Associates's portfolio in Q3 2026, its #56 holding.
Aufman Associates first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
Aufman Associates's iShares ESG Advanced MSCI EAFE ETF position peaked at $240K in Q2 2026.
128 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.