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McCarter Private Wealth Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

McCarter Private Wealth Services’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
-3,776
Closed -$285K – 189
2026
Q1 		$285K Hold
3,776
– – 0.12% 137
2025
Q4 		$284K Buy
+3,776
New +$288K 0.13% 133

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

McCarter Private Wealth Services's DMXF Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026, closing a stake of 3,776 shares — an estimated $285K sold.

McCarter Private Wealth Services first reported a position in DMXF in Q4 2025 and held it in 2 quarters. The position peaked at $285K in Q1 2026. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • McCarter Private Wealth Services reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 3,776 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $285K.
  • McCarter Private Wealth Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2025 and held it in 2 quarters.
  • McCarter Private Wealth Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $285K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.