Cerity Partners
DMXF icon

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

Cerity Partners’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 		$742K Sell
8,768
-9,415
-52% -$770K ﹤0.01% 2184
2026
Q1 		$1.37M Buy
18,183
+9,561
+111% +$748K ﹤0.01% 1681
2025
Q4 		$648K Hold
8,622
– – ﹤0.01% 1947
2025
Q3 		$653K Hold
8,622
– – ﹤0.01% 1823
2025
Q2 		$642K Buy
+8,622
New +$609K ﹤0.01% 1741

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 22.9% 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 19.28% 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

Cerity Partners's DMXF Position: Q2 2026 in Review

Cerity Partners reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 52% in Q2 2026, selling an estimated $770K and leaving 8,768 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Cerity Partners first reported a position in DMXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q1 2026. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Cerity Partners held 8,768 shares of iShares ESG Advanced MSCI EAFE ETF worth $742K as of Q2 2026.
  • Cerity Partners sold 9,415 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $770K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2184 holding.
  • Cerity Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • Cerity Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.37M in Q1 2026.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.