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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
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

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

Perigon Wealth Management's DMXF Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 13% in Q2 2026, buying an estimated $155K and bringing the position to 16,963 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #479.

Perigon Wealth Management first reported a position in DMXF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.52M in Q2 2025. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Perigon Wealth Management held 16,963 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.44M as of Q2 2026.
  • Perigon Wealth Management bought 1,891 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $155K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #479 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
  • Perigon Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.52M in Q2 2025.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.