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Morton Brown Family Wealth’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Morton Brown Family Wealth’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 		$5.08K Hold
60
– – ﹤0.01% 228
2026
Q1 		$4.53K Hold
60
– – ﹤0.01% 227
2025
Q4 		$4.51K Hold
60
– – ﹤0.01% 233
2025
Q3 		$4.54K Hold
60
– – ﹤0.01% 218
2025
Q2 		$4.47K Hold
60
– – ﹤0.01% 242
2025
Q1 		$4.04K Hold
60
– – ﹤0.01% 248
2024
Q4 		$3.88K Hold
60
– – ﹤0.01% 211
2024
Q3 		$4.32K Hold
60
– – ﹤0.01% 202
2024
Q2 		$4.1K Sell
60
-36
-38% -$2.43K ﹤0.01% 178
2024
Q1 		$6.54K Hold
96
– – ﹤0.01% 170
2023
Q4 		$6.13K Buy
96
+20
+26% +$1.18K ﹤0.01% 205
2023
Q3 		$4.34K Hold
76
– – ﹤0.01% 152
2023
Q2 		$4.63K Hold
76
– – ﹤0.01% 144
2023
Q1 		$4.53K Sell
76
-1,433
-95% -$83.2K ﹤0.01% 160
2022
Q4 		$81.9K Buy
+1,509
New +$78.1K 0.06% 67

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

Morton Brown Family Wealth's DMXF Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 60 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Morton Brown Family Wealth first reported a position in DMXF in Q4 2022 and has held it in 15 quarters since. The position peaked at $81.9K in Q4 2022. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Morton Brown Family Wealth held 60 shares of iShares ESG Advanced MSCI EAFE ETF worth $5.08K as of Q2 2026.
  • Morton Brown Family Wealth 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 Morton Brown Family Wealth's portfolio in Q2 2026, its #228 holding.
  • Morton Brown Family Wealth first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Morton Brown Family Wealth's iShares ESG Advanced MSCI EAFE ETF position peaked at $81.9K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.