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Concurrent Investment Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Concurrent Investment Advisors’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 		$328K Buy
3,876
+848
+28% +$69.3K ﹤0.01% 1642
2026
Q1 		$228K Buy
+3,028
New +$237K ﹤0.01% 1667

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

Concurrent Investment Advisors's DMXF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 28% in Q2 2026, buying an estimated $69.3K and bringing the position to 3,876 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Concurrent Investment Advisors 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.

  • Concurrent Investment Advisors held 3,876 shares of iShares ESG Advanced MSCI EAFE ETF worth $328K as of Q2 2026.
  • Concurrent Investment Advisors bought 848 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $69.3K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1642 holding.
  • Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.