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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

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

CoreCap Advisors's DMXF Position: Q2 2026 in Review

CoreCap Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2.8% in Q2 2026, buying an estimated $9.32K and bringing the position to 4,238 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #657.

CoreCap Advisors first reported a position in DMXF in Q4 2021 and has held it in 17 quarters since. The position peaked at $359K in Q2 2025. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • CoreCap Advisors held 4,238 shares of iShares ESG Advanced MSCI EAFE ETF worth $359K as of Q2 2026.
  • CoreCap Advisors bought 114 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $9.32K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #657 holding.
  • CoreCap Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $359K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.