EWM
DMXF icon

Empirical Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Empirical Wealth Management’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 		$775K Hold
9,155
– – 0.01% 483
2026
Q1 		$691K Hold
9,155
– – 0.01% 452
2025
Q4 		$688K Hold
9,155
– – 0.01% 420
2025
Q3 		$693K Hold
9,155
– – 0.01% 392
2025
Q2 		$681K Sell
9,155
-695
-7% -$49.1K 0.02% 372
2025
Q1 		$663K Hold
9,850
– – 0.02% 357
2024
Q4 		$637K Hold
9,850
– – 0.02% 347
2024
Q3 		$710K Sell
9,850
-300
-3% -$20.8K 0.02% 319
2024
Q2 		$684K Hold
10,150
– – 0.02% 298
2024
Q1 		$692K Hold
10,150
– – 0.02% 292
2023
Q4 		$648K Hold
10,150
– – 0.02% 285
2023
Q3 		$579K Hold
10,150
– – 0.02% 286
2023
Q2 		$618K Hold
10,150
– – 0.02% 276
2023
Q1 		$605K Hold
10,150
– – 0.03% 301
2022
Q4 		$551K Hold
10,150
– – 0.03% 294
2022
Q3 		$473K Buy
+10,150
New +$528K 0.02% 310

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
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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Empirical Wealth Management's DMXF Position: Q2 2026 in Review

Empirical Wealth Management held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 9,155 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #483.

Empirical Wealth Management first reported a position in DMXF in Q3 2022 and has held it in 16 quarters since. 222 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Empirical Wealth Management held 9,155 shares of iShares ESG Advanced MSCI EAFE ETF worth $775K as of Q2 2026.
  • Empirical Wealth Management 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 Empirical Wealth Management's portfolio in Q2 2026, its #483 holding.
  • Empirical Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • 222 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.