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DMXF icon

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

Copperleaf Capital’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
2025
Q3 		– Sell
-3,934
Closed -$293K – 117
2025
Q2 		$293K Sell
3,934
-57
-1% -$4.03K 0.15% 89
2025
Q1 		$269K Sell
3,991
-2,013
-34% -$136K 0.16% 92
2024
Q4 		$388K Buy
6,004
+1,304
+28% +$88.7K 0.25% 72
2024
Q3 		$339K Hold
4,700
– – 0.26% 76
2024
Q2 		$317K Buy
4,700
+546
+13% +$36.9K 0.25% 77
2024
Q1 		$283K Buy
4,154
+198
+5% +$13K 0.25% 76
2023
Q4 		$253K Buy
3,956
+41
+1% +$2.43K 0.26% 69
2023
Q3 		$224K Buy
3,915
+234
+6% +$14K 0.24% 73
2023
Q2 		$224K Buy
+3,681
New +$223K 0.21% 71

Other funds holding DMXF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Copperleaf Capital's DMXF Position: Q3 2025 in Review

Copperleaf Capital sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2025, closing a stake of 3,934 shares — an estimated $293K sold.

Copperleaf Capital first reported a position in DMXF in Q2 2023 and held it in 9 quarters. The position peaked at $388K in Q4 2024. 190 funds tracked by Wall St. Rank hold DMXF as of Q3 2025.

  • Copperleaf Capital reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Copperleaf Capital sold 3,934 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2025, an estimated $293K.
  • Copperleaf Capital first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2023 and held it in 9 quarters.
  • Copperleaf Capital's iShares ESG Advanced MSCI EAFE ETF position peaked at $388K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.