Moors & Cabot
DMXF icon

Moors & Cabot’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Moors & Cabot’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
Q3 		$1.13M Buy
13,321
+295
+2% +$25.1K 0.04% 359
2026
Q2 		$1.1M Buy
13,026
+189
+1% +$15.5K 0.04% 360
2026
Q1 		$969K Buy
12,837
+121
+1% +$9.46K 0.04% 380
2025
Q4 		$956K Buy
12,716
+582
+5% +$44.4K 0.04% 366
2025
Q3 		$919K Sell
12,134
-156
-1% -$11.6K 0.04% 378
2025
Q2 		$915K Buy
12,290
+748
+6% +$52.9K 0.04% 361
2025
Q1 		$777K Buy
11,542
+479
+4% +$32.5K 0.04% 376
2024
Q4 		$715K Buy
11,063
+1,706
+18% +$116K 0.03% 406
2024
Q3 		$674K Sell
9,357
-6
-0.1% -$415 0.03% 421
2024
Q2 		$631K Buy
9,363
+673
+8% +$45.4K 0.03% 412
2024
Q1 		$592K Sell
8,690
-79
-0.9% -$5.18K 0.03% 445
2023
Q4 		$560K Buy
8,769
+1,393
+19% +$82.4K 0.03% 432
2023
Q3 		$421K Buy
7,376
+1,412
+24% +$84.4K 0.03% 486
2023
Q2 		$363K Buy
5,964
+1,011
+20% +$61.2K 0.02% 548
2023
Q1 		$295K Buy
+4,953
New +$287K 0.02% 605

Other funds holding DMXF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Moors & Cabot's DMXF Position: Q3 2026 in Review

Moors & Cabot increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2.3% in Q3 2026, buying an estimated $25.1K and bringing the position to 13,321 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #359.

Moors & Cabot first reported a position in DMXF in Q1 2023 and has held it in 15 quarters since. 155 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • Moors & Cabot held 13,321 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.13M as of Q3 2026.
  • Moors & Cabot bought 295 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $25.1K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.04% of Moors & Cabot's portfolio in Q3 2026, its #359 holding.
  • Moors & Cabot first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2023 and has held it in 15 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.