CoreCap Advisors
DMXF icon

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
Q3 		$358K Sell
4,227
-11
-0.3% -$938 0.01% 646
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

Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

CoreCap Advisors's DMXF Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.26% in Q3 2026, selling an estimated $938 and leaving 4,227 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #646.

CoreCap Advisors first reported a position in DMXF in Q4 2021 and has held it in 18 quarters since. The position peaked at $359K in Q2 2025. 70 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • CoreCap Advisors held 4,227 shares of iShares ESG Advanced MSCI EAFE ETF worth $358K as of Q3 2026.
  • CoreCap Advisors sold 11 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $938.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #646 holding.
  • CoreCap Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $359K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.