BFO
DMXF icon

Biltmore Family Office’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Biltmore Family Office’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 		$212K Hold
2,500
– – 0.03% 251
2026
Q1 		$189K Hold
2,500
– – 0.03% 247
2025
Q4 		$188K Hold
2,500
– – 0.03% 235
2025
Q3 		$189K Hold
2,500
– – 0.03% 219
2025
Q2 		$186K Hold
2,500
– – 0.03% 214
2025
Q1 		$168K Hold
2,500
– – 0.03% 207
2024
Q4 		$162K Hold
2,500
– – 0.03% 205
2024
Q3 		$180K Hold
2,500
– – 0.03% 211
2024
Q2 		$169K Hold
2,500
– – 0.03% 184
2024
Q1 		$170K Sell
2,500
-9,028
-78% -$592K 0.03% 182
2023
Q4 		$736K Hold
11,528
– – 0.15% 91
2023
Q3 		$658K Buy
11,528
+1,161
+11% +$69.4K 0.15% 92
2023
Q2 		$631K Sell
10,367
-1,600
-13% -$96.9K 0.13% 97
2023
Q1 		$713K Hold
11,967
– – 0.15% 95
2022
Q4 		$649K Sell
11,967
-7,551
-39% -$391K 0.13% 102
2022
Q3 		$909K Hold
19,518
– – 0.21% 68
2022
Q2 		$1.02M Buy
19,518
+14,518
+290% +$817K 0.25% 67
2022
Q1 		$305K Hold
5,000
– – 0.07% 151
2021
Q4 		$344K Hold
5,000
– – 0.07% 155
2021
Q3 		$339K Buy
+5,000
New +$348K 0.08% 134

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

Biltmore Family Office's DMXF Position: Q2 2026 in Review

Biltmore Family Office held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 2,500 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #251.

Biltmore Family Office first reported a position in DMXF in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q2 2022. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Biltmore Family Office held 2,500 shares of iShares ESG Advanced MSCI EAFE ETF worth $212K as of Q2 2026.
  • Biltmore Family Office left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #251 holding.
  • Biltmore Family Office first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
  • Biltmore Family Office's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.02M in Q2 2022.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.