Halbert Hargrove Global Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Halbert Hargrove Global Advisors’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	$14.8K	Hold	175	–	–	﹤0.01%	284
2026 Q1	$13.2K	Sell	175 -7,417	-98%	-$580K	﹤0.01%	271
2025 Q4	$571K	Buy	7,592 +308	+4%	+$23.5K	0.03%	62
2025 Q3	$552K	Buy	7,284 +79	+1%	+$5.88K	0.03%	65
2025 Q2	$536K	Sell	7,205 -10,268	-59%	-$726K	0.03%	54
2025 Q1	$1.18M	Buy	+17,473	New	+$1.18M	0.07%	39
2024 Q4	–	Sell	-17,119	Closed	-$1.23M	–	324
2024 Q3	$1.23M	Sell	17,119 -1,645	-9%	-$114K	0.07%	42
2024 Q2	$1.27M	Buy	18,764 +90	+0.5%	+$6.08K	0.07%	40
2024 Q1	$1.27M	Buy	18,674 +443	+2%	+$29.1K	0.08%	42
2023 Q4	$1.16M	Buy	+18,231	New	+$1.08M	0.08%	45

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

Halbert Hargrove Global Advisors's DMXF Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 175 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Halbert Hargrove Global Advisors first reported a position in DMXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Halbert Hargrove Global Advisors held 175 shares of iShares ESG Advanced MSCI EAFE ETF worth $14.8K as of Q2 2026.
Halbert Hargrove Global Advisors 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 Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #284 holding.
Halbert Hargrove Global Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Halbert Hargrove Global Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.27M in Q1 2024.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.