EH
DMXF icon

Equitable Holdings’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Equitable Holdings’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 		$1.27M Buy
15,002
+210
+1% +$17.2K 0.01% 911
2026
Q1 		$1.11M Buy
+14,792
New +$1.16M 0.01% 933
2025
Q3 		– Sell
-16,261
Closed -$1.21M – 1545
2025
Q2 		$1.21M Sell
16,261
-2,318
-12% -$164K 0.01% 743
2025
Q1 		$1.25M Sell
18,579
-10,860
-37% -$736K 0.01% 642
2024
Q4 		$1.9M Buy
29,439
+3,725
+14% +$253K 0.02% 496
2024
Q3 		$1.85M Buy
25,714
+4,615
+22% +$319K 0.02% 513
2024
Q2 		$1.42M Buy
21,099
+1,380
+7% +$93.2K 0.02% 559
2024
Q1 		$1.34M Buy
19,719
+950
+5% +$62.3K 0.02% 548
2023
Q4 		$1.2M Buy
18,769
+1,307
+7% +$77.3K 0.01% 536
2023
Q3 		$997K Buy
17,462
+1,091
+7% +$65.2K 0.01% 541
2023
Q2 		$997K Buy
16,371
+880
+6% +$53.3K 0.01% 517
2023
Q1 		$923K Sell
15,491
-1,819
-11% -$106K 0.01% 487
2022
Q4 		$939K Buy
17,310
+8
+0% +$414 0.02% 456
2022
Q3 		$806K Buy
17,302
+768
+5% +$40K 0.02% 442
2022
Q2 		$862K Sell
16,534
-328
-2% -$18.5K 0.02% 439
2022
Q1 		$1.03M Buy
16,862
+2,923
+21% +$185K 0.02% 401
2021
Q4 		$959K Buy
13,939
+1,854
+15% +$128K 0.02% 407
2021
Q3 		$819K Buy
12,085
+1,764
+17% +$123K 0.01% 425
2021
Q2 		$699K Buy
+10,321
New +$700K 0.01% 457

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

Equitable Holdings's DMXF Position: Q2 2026 in Review

Equitable Holdings increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.4% in Q2 2026, buying an estimated $17.2K and bringing the position to 15,002 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #911.

Equitable Holdings first reported a position in DMXF in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.9M in Q4 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Equitable Holdings held 15,002 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.27M as of Q2 2026.
  • Equitable Holdings bought 210 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $17.2K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #911 holding.
  • Equitable Holdings first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and has held it in 19 quarters since.
  • Equitable Holdings's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.9M in Q4 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.