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DMXF icon

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

Birchbrook’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 		$35.2K Buy
416
+5
+1% +$409 0.02% 146
2026
Q1 		$31K Buy
411
+107
+35% +$8.37K 0.02% 146
2025
Q4 		$22.8K Buy
304
+57
+23% +$4.35K 0.01% 166
2025
Q3 		$18.7K Hold
247
– – 0.01% 164
2025
Q2 		$18.4K Sell
247
-11
-4% -$778 0.01% 165
2025
Q1 		$17.4K Sell
258
-149
-37% -$10.1K 0.01% 160
2024
Q4 		$26.3K Hold
407
– – 0.02% 148
2024
Q3 		$29.3K Sell
407
-25
-6% -$1.73K 0.02% 135
2024
Q2 		$29.1K Hold
432
– – 0.02% 144
2024
Q1 		$29.4K Sell
432
-18
-4% -$1.18K 0.02% 143
2023
Q4 		$28.7K Buy
+450
New +$26.6K 0.02% 143

Other funds holding DMXF

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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Birchbrook's DMXF Position: Q2 2026 in Review

Birchbrook increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.2% in Q2 2026, buying an estimated $409 and bringing the position to 416 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #146.

Birchbrook first reported a position in DMXF in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Birchbrook held 416 shares of iShares ESG Advanced MSCI EAFE ETF worth $35.2K as of Q2 2026.
  • Birchbrook bought 5 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $409.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.02% of Birchbrook's portfolio in Q2 2026, its #146 holding.
  • Birchbrook first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.