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 Q3	$448K	Buy	5,293 +1,186	+29%	+$101K	0.11%	128
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

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

SRB

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Hoxton Planning & Management's DMXF Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 29% in Q3 2026, buying an estimated $101K and bringing the position to 5,293 shares worth $448K. The position accounts for 0.11% of the portfolio, ranked #128.

Hoxton Planning & Management first reported a position in DMXF in Q4 2022 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Hoxton Planning & Management held 5,293 shares of iShares ESG Advanced MSCI EAFE ETF worth $448K as of Q3 2026.
Hoxton Planning & Management bought 1,186 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $101K.
iShares ESG Advanced MSCI EAFE ETF made up 0.11% of Hoxton Planning & Management's portfolio in Q3 2026, its #128 holding.
Hoxton Planning & Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and has held it in 9 quarters since.
40 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.