Corient Private Wealth
DMXF icon

Corient Private Wealth’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Corient Private Wealth’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 		– Sell
-33,053
Closed -$2.49M – 3092
2026
Q1 		$2.49M Buy
33,053
+1,027
+3% +$80.3K ﹤0.01% 1149
2025
Q4 		$2.41M Sell
32,026
-2,264
-7% -$173K ﹤0.01% 1057
2025
Q3 		$2.6M Buy
34,290
+927
+3% +$69K ﹤0.01% 955
2025
Q2 		$2.48M Buy
33,363
+516
+2% +$36.5K ﹤0.01% 945
2025
Q1 		$2.21M Buy
32,847
+1,800
+6% +$122K ﹤0.01% 942
2024
Q4 		$2.01M Buy
31,047
+1,844
+6% +$125K ﹤0.01% 995
2024
Q3 		$2.1M Buy
29,203
+112
+0.4% +$7.75K ﹤0.01% 1073
2024
Q2 		$1.96M Sell
29,091
-876
-3% -$59.2K ﹤0.01% 1028
2024
Q1 		$2.04M Sell
29,967
-289
-1% -$19K ﹤0.01% 1013
2023
Q4 		$1.93M Buy
30,256
+471
+2% +$27.9K ﹤0.01% 1020
2023
Q3 		$1.7M Buy
29,785
+418
+1% +$25K ﹤0.01% 977
2023
Q2 		$1.79M Sell
29,367
-51
-0.2% -$3.09K ﹤0.01% 936
2023
Q1 		$1.75M Sell
29,418
-339
-1% -$19.7K ﹤0.01% 887
2022
Q4 		$1.61M Buy
+29,757
New +$1.54M 0.01% 772

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

Corient Private Wealth's DMXF Position: Q2 2026 in Review

Corient Private Wealth sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026, closing a stake of 33,053 shares — an estimated $2.49M sold.

Corient Private Wealth first reported a position in DMXF in Q4 2022 and held it in 14 quarters. The position peaked at $2.6M in Q3 2025. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Corient Private Wealth reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 33,053 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $2.49M.
  • Corient Private Wealth first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and held it in 14 quarters.
  • Corient Private Wealth's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.6M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.