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

Milestone 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 		$197K Sell
2,330
-5
-0.2% -$409 0.04% 89
2026
Q1 		$176K Hold
2,335
– – 0.04% 92
2025
Q4 		$175K Sell
2,335
-16
-0.7% -$1.22K 0.04% 89
2025
Q3 		$178K Hold
2,351
– – 0.04% 86
2025
Q2 		$175K Hold
2,351
– – 0.05% 83
2025
Q1 		$158K Hold
2,351
– – 0.04% 85
2024
Q4 		$152K Sell
2,351
-12
-0.5% -$816 0.04% 85
2024
Q3 		$170K Hold
2,363
– – 0.05% 83
2024
Q2 		$159K Buy
2,363
+4
+0.2% +$270 0.04% 81
2024
Q1 		$161K Sell
2,359
-4
-0.2% -$262 0.04% 80
2023
Q4 		$151K Buy
2,363
+2
+0.1% +$118 0.04% 75
2023
Q3 		$135K Hold
2,361
– – 0.04% 127
2023
Q2 		$144K Buy
2,361
+574
+32% +$34.8K 0.04% 72
2023
Q1 		$106K Hold
1,787
– – 0.03% 139
2022
Q4 		$97K Buy
+1,787
New +$92.5K 0.03% 73

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 22.9% 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 19.28% 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

Milestone Investment Advisors's DMXF Position: Q2 2026 in Review

Milestone Investment Advisors reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.21% in Q2 2026, selling an estimated $409 and leaving 2,330 shares worth $197K. The position accounts for 0.04% of the portfolio, ranked #89.

Milestone Investment Advisors first reported a position in DMXF in Q4 2022 and has held it in 15 quarters since. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Milestone Investment Advisors held 2,330 shares of iShares ESG Advanced MSCI EAFE ETF worth $197K as of Q2 2026.
  • Milestone Investment Advisors sold 5 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $409.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.04% of Milestone Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Milestone Investment Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.