JMNC
DMXF icon

J. Mark Nickell & Co’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

J. Mark Nickell & Co’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 		– Sell
-2,775
Closed -$209K – 32
2026
Q1 		$209K Hold
2,775
– – 0.19% 32
2025
Q4 		$209K Buy
+2,775
New +$212K 0.19% 30

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

J. Mark Nickell & Co's DMXF Position: Q2 2026 in Review

J. Mark Nickell & Co sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026, closing a stake of 2,775 shares — an estimated $209K sold.

J. Mark Nickell & Co first reported a position in DMXF in Q4 2025 and held it in 2 quarters. The position peaked at $209K in Q1 2026. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • J. Mark Nickell & Co reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • J. Mark Nickell & Co sold 2,775 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $209K.
  • J. Mark Nickell & Co first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2025 and held it in 2 quarters.
  • J. Mark Nickell & Co's iShares ESG Advanced MSCI EAFE ETF position peaked at $209K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.