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Beacon Pointe Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Beacon Pointe Advisors’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 		$3.18M Buy
37,593
+7,295
+24% +$596K 0.01% 628
2026
Q1 		$2.29M Buy
30,298
+15,336
+102% +$1.2M 0.01% 685
2025
Q4 		$1.12M Buy
14,962
+1,281
+9% +$97.7K 0.01% 800
2025
Q3 		$1.04M Buy
+13,681
New +$1.02M 0.01% 748
2023
Q2 		– Sell
-9,417
Closed -$561K – 1101
2023
Q1 		$561K Buy
+9,417
New +$546K 0.01% 729

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

Beacon Pointe Advisors's DMXF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 24% in Q2 2026, buying an estimated $596K and bringing the position to 37,593 shares worth $3.18M. The position accounts for 0.01% of the portfolio, ranked #628.

Beacon Pointe Advisors first reported a position in DMXF in Q1 2023 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Beacon Pointe Advisors held 37,593 shares of iShares ESG Advanced MSCI EAFE ETF worth $3.18M as of Q2 2026.
  • Beacon Pointe Advisors bought 7,295 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $596K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #628 holding.
  • Beacon Pointe Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2023 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.