Birchbrook
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
Q3 		$35.2K Hold
416
– – 0.02% 142
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

Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Birchbrook's DMXF Position: Q3 2026 in Review

Birchbrook held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q3 2026 at 416 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #142.

Birchbrook first reported a position in DMXF in Q4 2023 and has held it in 12 quarters since. 102 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • Birchbrook held 416 shares of iShares ESG Advanced MSCI EAFE ETF worth $35.2K as of Q3 2026.
  • Birchbrook left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.02% of Birchbrook's portfolio in Q3 2026, its #142 holding.
  • Birchbrook first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.