Gould Asset Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Gould Asset 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	$1.75M	Hold	20,670	–	–	0.28%	48
2026 Q1	$1.56M	Buy	20,670 +1,220	+6%	+$95.4K	0.27%	48
2025 Q4	$1.46M	Hold	19,450	–	–	0.26%	48
2025 Q3	$1.47M	Hold	19,450	–	–	0.27%	46
2025 Q2	$1.45M	Hold	19,450	–	–	0.28%	46
2025 Q1	$1.31M	Hold	19,450	–	–	0.27%	44
2024 Q4	$1.26M	Buy	19,450 +1,350	+7%	+$91.8K	0.26%	48
2024 Q3	$1.3M	Hold	18,100	–	–	0.28%	46
2024 Q2	$1.22M	Hold	18,100	–	–	0.28%	46
2024 Q1	$1.23M	Buy	18,100 +4,050	+29%	+$266K	0.3%	42
2023 Q4	$898K	Buy	14,050 +3,900	+38%	+$231K	0.23%	48
2023 Q3	$579K	Buy	10,150 +975	+11%	+$58.3K	0.16%	64
2023 Q2	$559K	Hold	9,175	–	–	0.16%	69
2023 Q1	$547K	Hold	9,175	–	–	0.16%	71
2022 Q4	$498K	Buy	+9,175	New	+$475K	0.15%	82

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 22.96% 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 19.34% 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

Gould Asset Management's DMXF Position: Q2 2026 in Review

Gould Asset Management held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 20,670 shares worth $1.75M. The position accounts for 0.28% of the portfolio, ranked #48.

Gould Asset Management first reported a position in DMXF in Q4 2022 and has held it in 15 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Gould Asset Management held 20,670 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.75M as of Q2 2026.
Gould Asset Management left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.28% of Gould Asset Management's portfolio in Q2 2026, its #48 holding.
Gould Asset Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.