Perigon Wealth Management
DMXF icon

Perigon Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Perigon Wealth Management’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
Q3 		$1.63M Buy
19,267
+2,304
+14% +$196K 0.03% 452
2026
Q2 		$1.44M Buy
16,963
+1,891
+13% +$155K 0.02% 479
2026
Q1 		$1.14M Buy
15,072
+4,093
+37% +$320K 0.02% 497
2025
Q4 		$825K Sell
10,979
-1,163
-10% -$88.7K 0.01% 605
2025
Q3 		$920K Sell
12,142
-8,221
-40% -$612K 0.02% 538
2025
Q2 		$1.52M Sell
20,363
-246
-1% -$17.4K 0.04% 389
2025
Q1 		$1.39M Sell
20,609
-1,359
-6% -$92.1K 0.04% 378
2024
Q4 		$1.43M Buy
21,968
+9,619
+78% +$654K 0.04% 360
2024
Q3 		$890K Buy
12,349
+3,535
+40% +$245K 0.02% 466
2024
Q2 		$594K Buy
8,814
+3,840
+77% +$259K 0.02% 494
2024
Q1 		$339K Buy
4,974
+843
+20% +$55.3K 0.01% 646
2023
Q4 		$264K Sell
4,131
-117
-3% -$6.92K 0.01% 697
2023
Q3 		$243K Buy
4,248
+380
+10% +$22.7K 0.01% 664
2023
Q2 		$236K Buy
+3,868
New +$234K 0.01% 688

Other funds holding DMXF

Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Perigon Wealth Management's DMXF Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 14% in Q3 2026, buying an estimated $196K and bringing the position to 19,267 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #452.

Perigon Wealth Management first reported a position in DMXF in Q2 2023 and has held it in 14 quarters since. 76 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • Perigon Wealth Management held 19,267 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.63M as of Q3 2026.
  • Perigon Wealth Management bought 2,304 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $196K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #452 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2023 and has held it in 14 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.