NewEdge Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

NewEdge Advisors’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	$1.2M	Buy	14,206 +3,716	+35%	+$304K	﹤0.01%	1542
2026 Q1	$791K	Sell	10,490 -14,706	-58%	-$1.15M	﹤0.01%	1647
2025 Q4	$1.89M	Buy	25,196 +285	+1%	+$21.7K	0.01%	1101
2025 Q3	$1.89M	Sell	24,911 -5,245	-17%	-$390K	0.01%	1047
2025 Q2	$2.24M	Sell	30,156 -1,998	-6%	-$141K	0.01%	880
2025 Q1	$2.17M	Buy	+32,154	New	+$2.18M	0.01%	828
2024 Q4	–	Sell	-40	Closed	-$2.88K	–	3931
2024 Q3	$2.88K	Buy	+40	New	+$2.77K	﹤0.01%	3314

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

NewEdge Advisors's DMXF Position: Q2 2026 in Review

NewEdge Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 35% in Q2 2026, buying an estimated $304K and bringing the position to 14,206 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

NewEdge Advisors first reported a position in DMXF in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.24M in Q2 2025. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

NewEdge Advisors held 14,206 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.2M as of Q2 2026.
NewEdge Advisors bought 3,716 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $304K.
iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1542 holding.
NewEdge Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
NewEdge Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.24M in Q2 2025.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.