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DMXF icon

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

&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 		$331K Buy
3,912
+372
+11% +$30.4K ﹤0.01% 2078
2026
Q1 		$267K Buy
+3,540
New +$277K ﹤0.01% 2066
2025
Q3 		– Sell
-2,924
Closed -$220K – 2138
2025
Q2 		$220K Buy
+2,924
New +$207K ﹤0.01% 1785

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

&Partners's DMXF Position: Q2 2026 in Review

&Partners increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 11% in Q2 2026, buying an estimated $30.4K and bringing the position to 3,912 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

&Partners first reported a position in DMXF in Q2 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • &Partners held 3,912 shares of iShares ESG Advanced MSCI EAFE ETF worth $331K as of Q2 2026.
  • &Partners bought 372 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $30.4K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2078 holding.
  • &Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.