LRIA
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Leonard Rickey Investment Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Leonard Rickey Investment Advisors’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 		$653K Sell
7,715
-517
-6% -$42.3K 0.1% 61
2026
Q1 		$621K Buy
8,232
+16
+0.2% +$1.25K 0.11% 60
2025
Q4 		$618K Sell
8,216
-1,491
-15% -$114K 0.11% 63
2025
Q3 		$735K Sell
9,707
-90
-0.9% -$6.7K 0.14% 56
2025
Q2 		$729K Sell
9,797
-855
-8% -$60.4K 0.15% 52
2025
Q1 		$705K Sell
10,652
-151
-1% -$10.2K 0.15% 49
2024
Q4 		$698K Buy
10,803
+135
+1% +$9.18K 0.16% 49
2024
Q3 		$769K Sell
10,668
-108
-1% -$7.48K 0.17% 49
2024
Q2 		$727K Sell
10,776
-142
-1% -$9.59K 0.17% 46
2024
Q1 		$744K Sell
10,918
-209
-2% -$13.7K 0.19% 45
2023
Q4 		$711K Buy
11,127
+416
+4% +$24.6K 0.21% 43
2023
Q3 		$611K Buy
10,711
+407
+4% +$24.3K 0.2% 43
2023
Q2 		$628K Sell
10,304
-89
-0.9% -$5.39K 0.24% 39
2023
Q1 		$619K Buy
10,393
+76
+0.7% +$4.41K 0.24% 37
2022
Q4 		$560K Buy
10,317
+1,070
+12% +$55.4K 0.24% 36
2022
Q3 		$431K Buy
9,247
+17
+0.2% +$885 0.2% 40
2022
Q2 		$481K Buy
9,230
+158
+2% +$8.89K 0.21% 41
2022
Q1 		$553K Buy
9,072
+50
+0.6% +$3.17K 0.21% 43
2021
Q4 		$620K Buy
9,022
+562
+7% +$38.7K 0.23% 41
2021
Q3 		$573K Buy
8,460
+1,666
+25% +$116K 0.24% 39
2021
Q2 		$463K Buy
+6,794
New +$461K 0.2% 41

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

Leonard Rickey Investment Advisors's DMXF Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 6.3% in Q2 2026, selling an estimated $42.3K and leaving 7,715 shares worth $653K. The position accounts for 0.1% of the portfolio, ranked #61.

Leonard Rickey Investment Advisors first reported a position in DMXF in Q2 2021 and has held it in 21 quarters since. The position peaked at $769K in Q3 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Leonard Rickey Investment Advisors held 7,715 shares of iShares ESG Advanced MSCI EAFE ETF worth $653K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 517 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $42.3K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.1% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • Leonard Rickey Investment Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • Leonard Rickey Investment Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $769K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.