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Horst & Graben Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Horst & Graben Wealth 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 		$1.35M Buy
16,108
+320
+2% +$26.2K 0.18% 76
2026
Q1 		$1.27M Buy
+15,788
New +$1.23M 0.17% 73
2025
Q3 		– Sell
-21,038
Closed -$1.57M – 181
2025
Q2 		$1.57M Sell
21,038
-897
-4% -$63.4K 0.26% 58
2025
Q1 		$1.48M Sell
21,935
-13,452
-38% -$912K 0.27% 55
2024
Q4 		$2.29M Buy
35,387
+7,417
+27% +$504K 0.41% 38
2024
Q3 		$2.01M Buy
27,970
+3,961
+16% +$274K 0.36% 39
2024
Q2 		$1.62M Buy
24,009
+247
+1% +$16.7K 0.31% 44
2024
Q1 		$1.62M Buy
23,762
+977
+4% +$64.1K 0.33% 41
2023
Q4 		$1.46M Buy
22,785
+329
+1% +$19.5K 0.32% 41
2023
Q3 		$1.28M Buy
22,456
+176
+0.8% +$10.5K 0.32% 37
2023
Q2 		$1.36M Sell
22,280
-384
-2% -$23.3K 0.32% 34
2023
Q1 		$1.35M Sell
22,664
-419
-2% -$24.3K 0.34% 36
2022
Q4 		$1.25M Buy
23,083
+1,614
+8% +$83.5K 0.33% 40
2022
Q3 		$1M Buy
21,469
+759
+4% +$39.5K 0.28% 42
2022
Q2 		$1.08M Buy
20,710
+2,195
+12% +$124K 0.29% 45
2022
Q1 		$1.13M Buy
18,515
+1,435
+8% +$90.9K 0.28% 45
2021
Q4 		$1.18M Buy
17,080
+158
+0.9% +$10.9K 0.29% 48
2021
Q3 		$1.15M Buy
16,922
+1,205
+8% +$83.8K 0.32% 43
2021
Q2 		$1.06M Buy
15,717
+1,642
+12% +$111K 0.3% 47
2021
Q1 		$914K Buy
14,075
+7,413
+111% +$480K 0.29% 51
2020
Q4 		$421K Buy
+6,662
New +$392K 0.15% 79

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

Horst & Graben Wealth Management's DMXF Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2% in Q2 2026, buying an estimated $26.2K and bringing the position to 16,108 shares worth $1.35M. The position accounts for 0.18% of the portfolio, ranked #76.

Horst & Graben Wealth Management first reported a position in DMXF in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.29M in Q4 2024. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Horst & Graben Wealth Management held 16,108 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.35M as of Q2 2026.
  • Horst & Graben Wealth Management bought 320 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $26.2K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.18% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Horst & Graben Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • Horst & Graben Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.29M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.