HTC
DMXF icon

Haverford Trust Company’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Haverford Trust Company’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 		$512K Hold
6,054
– – ﹤0.01% 306
2026
Q1 		$457K Hold
6,054
– – ﹤0.01% 315
2025
Q4 		$455K Hold
6,054
– – ﹤0.01% 311
2025
Q3 		$459K Hold
6,054
– – ﹤0.01% 298
2025
Q2 		$451K Buy
+6,054
New +$428K ﹤0.01% 310

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 22.9% 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 19.28% 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

Haverford Trust Company's DMXF Position: Q2 2026 in Review

Haverford Trust Company held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 6,054 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Haverford Trust Company first reported a position in DMXF in Q2 2025 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Haverford Trust Company held 6,054 shares of iShares ESG Advanced MSCI EAFE ETF worth $512K as of Q2 2026.
  • Haverford Trust Company 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 Haverford Trust Company's portfolio in Q2 2026, its #306 holding.
  • Haverford Trust Company first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.