NB
DMXF icon

NBT Bank’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

NBT Bank’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 		$140K Sell
1,652
-163
-9% -$13.3K 0.01% 407
2026
Q1 		$137K Buy
1,815
+243
+15% +$19K 0.01% 402
2025
Q4 		$136K Buy
1,572
+424
+37% +$32.3K 0.01% 398
2025
Q3 		$105K Sell
1,148
-904
-44% -$67.3K 0.01% 420
2025
Q2 		$139K Buy
2,052
+662
+48% +$46.8K 0.01% 399
2025
Q1 		$93.6K Hold
1,390
– – 0.01% 426
2024
Q4 		$89.8K Buy
1,390
+110
+9% +$7.48K 0.01% 435
2024
Q3 		$92.2K Buy
1,280
+1,118
+690% +$77.4K 0.01% 444
2024
Q2 		$10.9K Hold
162
– – ﹤0.01% 471
2024
Q1 		$11K Hold
162
– – ﹤0.01% 472
2023
Q4 		$10.3K Buy
+162
New +$9.59K ﹤0.01% 468

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

NBT Bank's DMXF Position: Q2 2026 in Review

NBT Bank reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 9% in Q2 2026, selling an estimated $13.3K and leaving 1,652 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #407.

NBT Bank first reported a position in DMXF in Q4 2023 and has held it in 11 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • NBT Bank held 1,652 shares of iShares ESG Advanced MSCI EAFE ETF worth $140K as of Q2 2026.
  • NBT Bank sold 163 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $13.3K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of NBT Bank's portfolio in Q2 2026, its #407 holding.
  • NBT Bank first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.