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

Pine Harbor 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 		$293K Hold
3,460
– – 0.08% 86
2026
Q1 		$261K Hold
3,460
– – 0.08% 89
2025
Q4 		$260K Hold
3,460
– – 0.08% 89
2025
Q3 		$262K Hold
3,460
– – 0.08% 88
2025
Q2 		$258K Hold
3,460
– – 0.09% 84
2025
Q1 		$233K Hold
3,460
– – 0.09% 83
2024
Q4 		$224K Hold
3,460
– – 0.09% 89
2024
Q3 		$249K Hold
3,460
– – 0.12% 86
2024
Q2 		$233K Buy
+3,460
New +$234K 0.14% 84

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

Pine Harbor Wealth Management's DMXF Position: Q2 2026 in Review

Pine Harbor Wealth Management held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 3,460 shares worth $293K. The position accounts for 0.08% of the portfolio, ranked #86.

Pine Harbor Wealth Management first reported a position in DMXF in Q2 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Pine Harbor Wealth Management held 3,460 shares of iShares ESG Advanced MSCI EAFE ETF worth $293K as of Q2 2026.
  • Pine Harbor Wealth Management left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.08% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Pine Harbor Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 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 Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.