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CVA Family Office’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

CVA Family Office’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 		$16.7K Hold
197
– – ﹤0.01% 869
2026
Q1 		$14.9K Hold
197
– – ﹤0.01% 883
2025
Q4 		$14.8K Hold
197
– – ﹤0.01% 742
2025
Q3 		$14.9K Hold
197
– – ﹤0.01% 746
2025
Q2 		$14.7K Hold
197
– – ﹤0.01% 746
2025
Q1 		$13.3K Hold
197
– – ﹤0.01% 754
2024
Q4 		$12.7K Hold
197
– – ﹤0.01% 751
2024
Q3 		$14.2K Hold
197
– – ﹤0.01% 704
2024
Q2 		$13.3K Hold
197
– – ﹤0.01% 699
2024
Q1 		$13.4K Hold
197
– – ﹤0.01% 708
2023
Q4 		$12.6K Buy
+197
New +$11.7K ﹤0.01% 688
2023
Q3 		– Sell
-197
Closed -$12K – 420
2023
Q2 		$12K Hold
197
– – ﹤0.01% 695
2023
Q1 		$11.7K Hold
197
– – ﹤0.01% 669
2022
Q4 		$10.7K Buy
+197
New +$10.2K ﹤0.01% 649

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 22.9% 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 19.28% 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

CVA Family Office's DMXF Position: Q2 2026 in Review

CVA Family Office held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 197 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

CVA Family Office first reported a position in DMXF in Q4 2022 and has held it in 14 quarters since. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • CVA Family Office held 197 shares of iShares ESG Advanced MSCI EAFE ETF worth $16.7K as of Q2 2026.
  • CVA Family Office left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #869 holding.
  • CVA Family Office first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.