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Hoxton Planning & Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Hoxton Planning & 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 		$347K Buy
4,107
+719
+21% +$58.8K 0.09% 158
2026
Q1 		$256K Buy
+3,388
New +$265K 0.08% 186
2025
Q3 		– Sell
-2,986
Closed -$222K – 220
2025
Q2 		$222K Sell
2,986
-637
-18% -$45K 0.08% 189
2025
Q1 		$244K Sell
3,623
-168
-4% -$11.4K 0.09% 168
2024
Q4 		$245K Buy
3,791
+389
+11% +$26.4K 0.09% 177
2024
Q3 		$245K Buy
+3,402
New +$236K 0.09% 178
2023
Q2 		– Sell
-6,382
Closed -$380K – 150
2023
Q1 		$380K Sell
6,382
-229
-3% -$13.3K 0.21% 97
2022
Q4 		$359K Buy
+6,611
New +$342K 0.19% 102

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 22.96% 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 19.34% 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

Hoxton Planning & Management's DMXF Position: Q2 2026 in Review

Hoxton Planning & Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 21% in Q2 2026, buying an estimated $58.8K and bringing the position to 4,107 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #158.

Hoxton Planning & Management first reported a position in DMXF in Q4 2022 and has held it in 8 quarters since. The position peaked at $380K in Q1 2023. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Hoxton Planning & Management held 4,107 shares of iShares ESG Advanced MSCI EAFE ETF worth $347K as of Q2 2026.
  • Hoxton Planning & Management bought 719 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $58.8K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.09% of Hoxton Planning & Management's portfolio in Q2 2026, its #158 holding.
  • Hoxton Planning & Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and has held it in 8 quarters since.
  • Hoxton Planning & Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $380K in Q1 2023.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.