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Mogy Joel R Investment Counsel’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Mogy Joel R Investment Counsel’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 		$107K Hold
1,265
– – 0.01% 108
2026
Q1 		$95.4K Hold
1,265
– – 0.01% 102
2025
Q4 		$95.1K Hold
1,265
– – 0.01% 103
2025
Q3 		$95.8K Hold
1,265
– – 0.01% 104
2025
Q2 		$94.2K Hold
1,265
– – 0.01% 104
2025
Q1 		$85.2K Buy
1,265
+150
+13% +$10.2K 0.01% 101
2024
Q4 		$72.1K Hold
1,115
– – ﹤0.01% 105
2024
Q3 		$80.3K Sell
1,115
-60
-5% -$4.15K ﹤0.01% 106
2024
Q2 		$79.2K Hold
1,175
– – 0.01% 103
2024
Q1 		$80.1K Buy
+1,175
New +$77.1K 0.01% 111

Other funds holding DMXF

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
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Mogy Joel R Investment Counsel's DMXF Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 1,265 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #108.

Mogy Joel R Investment Counsel first reported a position in DMXF in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Mogy Joel R Investment Counsel held 1,265 shares of iShares ESG Advanced MSCI EAFE ETF worth $107K as of Q2 2026.
  • Mogy Joel R Investment Counsel left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #108 holding.
  • Mogy Joel R Investment Counsel first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.