Ethic Inc’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Ethic Inc’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 Q3	$13.8M	Buy	+162,595	New	+$13.9M	0.16%	120

Other funds holding DMXF

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

SeedSafe Financial Austin, Texas $136M AUM 11.99% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Ethic Inc's DMXF Position: Q3 2026 in Review

Ethic Inc opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2026: 162,595 shares worth $13.8M. The stake represents 0.16% of the portfolio and ranks #120 among its holdings.

130 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Ethic Inc held 162,595 shares of iShares ESG Advanced MSCI EAFE ETF worth $13.8M as of Q3 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Ethic Inc position in Q3 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.16% of Ethic Inc's portfolio in Q3 2026, its #120 holding.
130 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Ethic Inc's 13F filing for Q3 2026, filed 3 Nov 2026.