Freedom Investment Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Freedom Investment 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	$265K	Buy	3,132 +27	+0.9%	+$2.21K	0.07%	91
2026 Q1	$234K	Buy	+3,105	New	+$243K	0.07%	98
2025 Q4	–	Sell	-6,193	Closed	-$469K	–	124
2025 Q3	$469K	Sell	6,193 -4,592	-43%	-$342K	0.12%	79
2025 Q2	$803K	Sell	10,785 -851	-7%	-$60.2K	0.06%	305
2025 Q1	$784K	Buy	11,636 +1,397	+14%	+$94.7K	0.07%	305
2024 Q4	$662K	Buy	10,239 +2,730	+36%	+$186K	0.06%	335
2024 Q3	$541K	Buy	7,509 +700	+10%	+$48.5K	0.04%	417
2024 Q2	$459K	Buy	6,809 +1,191	+21%	+$80.4K	0.04%	450
2024 Q1	$383K	Sell	5,618 -110	-2%	-$7.22K	0.03%	513
2023 Q4	$366K	Buy	+5,728	New	+$339K	0.03%	526

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Freedom Investment Management's DMXF Position: Q2 2026 in Review

Freedom Investment Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.87% in Q2 2026, buying an estimated $2.21K and bringing the position to 3,132 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #91.

Freedom Investment Management first reported a position in DMXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $803K in Q2 2025. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Freedom Investment Management held 3,132 shares of iShares ESG Advanced MSCI EAFE ETF worth $265K as of Q2 2026.
Freedom Investment Management bought 27 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $2.21K.
iShares ESG Advanced MSCI EAFE ETF made up 0.07% of Freedom Investment Management's portfolio in Q2 2026, its #91 holding.
Freedom Investment Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $803K in Q2 2025.
264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.