Highland Investment Advisors LLC’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Highland Investment Advisors LLC’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	$38K	Buy	+450	New	+$36.8K	0.02%	209

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

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Highland Investment Advisors LLC's DMXF Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 450 shares worth $38K. The stake represents 0.02% of the portfolio and ranks #209 among its holdings.

222 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Highland Investment Advisors LLC held 450 shares of iShares ESG Advanced MSCI EAFE ETF worth $38K as of Q2 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.02% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #209 holding.
222 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.