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Brookstone Capital Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Brookstone Capital Management’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 		$357K Sell
4,214
-48
-1% -$3.92K ﹤0.01% 1035
2026
Q1 		$322K Buy
+4,262
New +$333K ﹤0.01% 1009

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

Brookstone Capital Management's DMXF Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.1% in Q2 2026, selling an estimated $3.92K and leaving 4,214 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Brookstone Capital Management first reported a position in DMXF in Q1 2026 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Brookstone Capital Management held 4,214 shares of iShares ESG Advanced MSCI EAFE ETF worth $357K as of Q2 2026.
  • Brookstone Capital Management sold 48 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $3.92K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1035 holding.
  • Brookstone Capital Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.