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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
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

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

Moors & Cabot's DMXF Position: Q2 2026 in Review

Moors & Cabot increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.5% in Q2 2026, buying an estimated $15.5K and bringing the position to 13,026 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #360.

Moors & Cabot first reported a position in DMXF in Q1 2023 and has held it in 14 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Moors & Cabot held 13,026 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.1M as of Q2 2026.
  • Moors & Cabot bought 189 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $15.5K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.04% of Moors & Cabot's portfolio in Q2 2026, its #360 holding.
  • Moors & Cabot first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.