Brinker Capital Investments’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Brinker Capital Investments’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	$1.1M	Buy	12,946 +1,298	+11%	+$106K	0.01%	1110
2026 Q1	$879K	Buy	+11,648	New	+$911K	0.01%	1186
2025 Q3	–	Sell	-11,942	Closed	-$889K	–	2053
2025 Q2	$889K	Buy	11,942 +1,898	+19%	+$134K	0.01%	1248
2025 Q1	$676K	Buy	+10,044	New	+$681K	0.01%	1264
2024 Q2	–	Sell	-6,579	Closed	-$448K	–	1729
2024 Q1	$448K	Buy	6,579 +825	+14%	+$54.1K	﹤0.01%	1308
2023 Q4	$365K	Buy	5,754 +355	+7%	+$21K	﹤0.01%	1333
2023 Q3	$308K	Sell	5,399 -1,095	-17%	-$65.4K	﹤0.01%	1368
2023 Q2	$396K	Buy	6,494 +765	+13%	+$46.3K	﹤0.01%	1300
2023 Q1	$341K	Buy	+5,729	New	+$332K	﹤0.01%	1296

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Brinker Capital Investments's DMXF Position: Q2 2026 in Review

Brinker Capital Investments increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 11% in Q2 2026, buying an estimated $106K and bringing the position to 12,946 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1110.

Brinker Capital Investments first reported a position in DMXF in Q1 2023 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Brinker Capital Investments held 12,946 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.1M as of Q2 2026.
Brinker Capital Investments bought 1,298 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $106K.
iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1110 holding.
Brinker Capital Investments first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2023 and has held it in 9 quarters since.
264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.