Morgan Stanley
DMXF icon

Morgan Stanley’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Morgan Stanley’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 		$805K Buy
9,516
+429
+5% +$35.1K ﹤0.01% 5320
2026
Q1 		$686K Buy
9,087
+2,169
+31% +$170K ﹤0.01% 5322
2025
Q4 		$520K Sell
6,918
-83,516
-92% -$6.37M ﹤0.01% 5491
2025
Q3 		$6.85M Buy
90,434
+84,047
+1,316% +$6.26M ﹤0.01% 3887
2025
Q2 		$475K Buy
6,387
+394
+7% +$27.8K ﹤0.01% 5480
2025
Q1 		$404K Sell
5,993
-37
-0.6% -$2.51K ﹤0.01% 5429
2024
Q4 		$390K Buy
6,030
+1,194
+25% +$81.2K ﹤0.01% 5524
2024
Q3 		$348K Buy
4,836
+3,003
+164% +$208K ﹤0.01% 5561
2024
Q2 		$124K Sell
1,833
-655
-26% -$44.2K ﹤0.01% 5885
2024
Q1 		$170K Buy
2,488
+1,137
+84% +$74.6K ﹤0.01% 5783
2023
Q4 		$86.3K Sell
1,351
-73
-5% -$4.32K ﹤0.01% 5996
2023
Q3 		$81.3K Sell
1,424
-650
-31% -$38.8K ﹤0.01% 5979
2023
Q2 		$126K Buy
2,074
+1,688
+437% +$102K ﹤0.01% 5837
2023
Q1 		$23K Buy
386
+295
+324% +$17.1K ﹤0.01% 6574
2022
Q4 		$4.94K Hold
91
– – ﹤0.01% 7152
2022
Q3 		$4K Sell
91
-799
-90% -$41.6K ﹤0.01% 7293
2022
Q2 		$46K Buy
890
+799
+878% +$45K ﹤0.01% 6649
2022
Q1 		$6K Hold
91
– – ﹤0.01% 7534
2021
Q4 		$6K Buy
+91
New +$6.27K ﹤0.01% 7595
2021
Q1 		– Sell
-60
Closed -$4K – 7495
2020
Q4 		$4K Buy
+60
New +$3.53K ﹤0.01% 6797

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

Morgan Stanley's DMXF Position: Q2 2026 in Review

Morgan Stanley increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 4.7% in Q2 2026, buying an estimated $35.1K and bringing the position to 9,516 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #5320.

Morgan Stanley first reported a position in DMXF in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.85M in Q3 2025. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Morgan Stanley held 9,516 shares of iShares ESG Advanced MSCI EAFE ETF worth $805K as of Q2 2026.
  • Morgan Stanley bought 429 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $35.1K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5320 holding.
  • Morgan Stanley first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and has held it in 20 quarters since.
  • Morgan Stanley's iShares ESG Advanced MSCI EAFE ETF position peaked at $6.85M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.