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NorthRock Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

NorthRock Partners’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 		$2.61M Buy
30,831
+59
+0.2% +$4.82K 0.04% 191
2026
Q1 		$2.32M Buy
30,772
+2,465
+9% +$193K 0.04% 190
2025
Q4 		$2.13M Buy
28,307
+25,618
+953% +$1.95M 0.04% 185
2025
Q3 		$204K Buy
+2,689
New +$200K ﹤0.01% 818
2025
Q2 		– Sell
-1,513
Closed -$102K – 726
2025
Q1 		$102K Sell
1,513
-288
-16% -$19.5K ﹤0.01% 626
2024
Q4 		$116K Buy
1,801
+288
+19% +$19.6K ﹤0.01% 603
2024
Q3 		$109K Sell
1,513
-2
-0.1% -$138 ﹤0.01% 647
2024
Q2 		$102K Buy
1,515
+1,344
+786% +$90.8K ﹤0.01% 617
2024
Q1 		$11.7K Buy
+171
New +$11.2K ﹤0.01% 733

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

NorthRock Partners's DMXF Position: Q2 2026 in Review

NorthRock Partners increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.19% in Q2 2026, buying an estimated $4.82K and bringing the position to 30,831 shares worth $2.61M. The position accounts for 0.04% of the portfolio, ranked #191.

NorthRock Partners first reported a position in DMXF in Q1 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • NorthRock Partners held 30,831 shares of iShares ESG Advanced MSCI EAFE ETF worth $2.61M as of Q2 2026.
  • NorthRock Partners bought 59 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $4.82K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.04% of NorthRock Partners's portfolio in Q2 2026, its #191 holding.
  • NorthRock Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.