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

CoreCap 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	$359K	Buy	4,238 +114	+3%	+$9.32K	0.01%	657
2026 Q1	$313K	Sell	4,124 -582	-12%	-$45.5K	0.01%	643
2025 Q4	$354K	Buy	4,706 +180	+4%	+$13.7K	0.01%	613
2025 Q3	$343K	Sell	4,526 -293	-6%	-$21.8K	0.01%	632
2025 Q2	$359K	Sell	4,819 -182	-4%	-$12.9K	0.01%	575
2025 Q1	$337K	Buy	5,001 +584	+13%	+$39.6K	0.01%	545
2024 Q4	$285K	Buy	4,417 +678	+18%	+$46.1K	0.01%	608
2024 Q3	$269K	Buy	3,739 +267	+8%	+$18.5K	0.01%	596
2024 Q2	$234K	Buy	3,472 +22	+0.6%	+$1.49K	0.02%	336
2024 Q1	$235K	Sell	3,450 -129	-4%	-$8.46K	0.01%	583
2023 Q4	$229K	Sell	3,579 -171	-5%	-$10.1K	0.01%	521
2023 Q3	$214K	Sell	3,750 -74	-2%	-$4.42K	0.02%	491
2023 Q2	$233K	Buy	+3,824	New	+$232K	0.02%	498
2022 Q4	$206K	Buy	+3,803	New	+$197K	0.01%	528
2022 Q3	–	Sell	-3,519	Closed	-$184K	–	911
2022 Q2	$184K	Buy	3,519 +234	+7%	+$13.2K	0.01%	538
2022 Q1	$200K	Buy	3,285 +298	+10%	+$18.9K	0.01%	513
2021 Q4	$205K	Buy	+2,987	New	+$206K	0.01%	531

Other funds holding DMXF

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return