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BFSG LLC’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

BFSG LLC’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 		$7.45K Hold
88
– – ﹤0.01% 597
2026
Q1 		$6.64K Hold
88
– – ﹤0.01% 594
2025
Q4 		$6.62K Hold
88
– – ﹤0.01% 579
2025
Q3 		$6.67K Hold
88
– – ﹤0.01% 582
2025
Q2 		$6.55K Buy
+88
New +$6.22K ﹤0.01% 547

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

BFSG LLC's DMXF Position: Q2 2026 in Review

BFSG LLC held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 88 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

BFSG LLC 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.

  • BFSG LLC held 88 shares of iShares ESG Advanced MSCI EAFE ETF worth $7.45K as of Q2 2026.
  • BFSG LLC left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #597 holding.
  • BFSG LLC 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 BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.