Bank of Montreal
DMXF icon

Bank of Montreal’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Bank of Montreal’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 		$127K Sell
1,683
-31,326
-95% -$2.45M ﹤0.01% 3070
2025
Q4 		$2.48M Buy
33,009
+32,105
+3,551% +$2.45M ﹤0.01% 1573
2025
Q3 		$68.5K Sell
904
-2,141
-70% -$159K ﹤0.01% 3056
2025
Q2 		$227K Buy
3,045
+2,837
+1,364% +$201K ﹤0.01% 2738
2025
Q1 		$14K Sell
208
-15,301
-99% -$1.04M ﹤0.01% 3268
2024
Q4 		$1M Buy
15,509
+14,770
+1,999% +$1M ﹤0.01% 1871
2024
Q3 		$53.4K Sell
739
-16,182
-96% -$1.12M ﹤0.01% 3399
2024
Q2 		$1.15M Buy
16,921
+16,055
+1,854% +$1.08M ﹤0.01% 1955
2024
Q1 		$59.3K Sell
866
-6,825
-89% -$448K ﹤0.01% 3412
2023
Q4 		$495K Buy
7,691
+7,021
+1,048% +$415K ﹤0.01% 2512
2023
Q3 		$39.9K Sell
670
-11,059
-94% -$661K ﹤0.01% 3464
2023
Q2 		$727K Buy
11,729
+11,174
+2,013% +$677K ﹤0.01% 2355
2023
Q1 		$33.1K Sell
555
-363
-40% -$21.1K ﹤0.01% 3437
2022
Q4 		$50.3K Buy
918
+38
+4% +$1.97K ﹤0.01% 3541
2022
Q3 		$44 Buy
880
+148
+20% +$7.7K ﹤0.01% 3654
2022
Q2 		$41 Buy
732
+195
+36% +$11K ﹤0.01% 3667
2022
Q1 		$34K Sell
537
-2,510
-82% -$159K ﹤0.01% 3851
2021
Q4 		$210K Buy
3,047
+2,784
+1,059% +$192K ﹤0.01% 2941
2021
Q3 		$19K Buy
263
+140
+114% +$9.73K ﹤0.01% 3670
2021
Q2 		$8K Buy
+123
New +$8.35K ﹤0.01% 3566

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

Bank of Montreal's DMXF Position: Q1 2026 in Review

Bank of Montreal reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 95% in Q1 2026, selling an estimated $2.45M and leaving 1,683 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

Bank of Montreal first reported a position in DMXF in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.48M in Q4 2025. 242 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • Bank of Montreal held 1,683 shares of iShares ESG Advanced MSCI EAFE ETF worth $127K as of Q1 2026.
  • Bank of Montreal sold 31,326 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2026, an estimated $2.45M.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3070 holding.
  • Bank of Montreal first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and has held it in 20 quarters since.
  • Bank of Montreal's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.48M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.