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Portfolio Design Labs’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Portfolio Design Labs’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 		$319K Hold
3,766
– – 0.05% 183
2026
Q1 		$284K Hold
3,766
– – 0.05% 187
2025
Q4 		$283K Hold
3,766
– – 0.05% 173
2025
Q3 		$285K Sell
3,766
-1,907
-34% -$142K 0.05% 172
2025
Q2 		$422K Buy
+5,673
New +$401K 0.08% 109

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

Portfolio Design Labs's DMXF Position: Q2 2026 in Review

Portfolio Design Labs held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 3,766 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #183.

Portfolio Design Labs first reported a position in DMXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $422K in Q2 2025. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Portfolio Design Labs held 3,766 shares of iShares ESG Advanced MSCI EAFE ETF worth $319K as of Q2 2026.
  • Portfolio Design Labs left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.05% of Portfolio Design Labs's portfolio in Q2 2026, its #183 holding.
  • Portfolio Design Labs first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • Portfolio Design Labs's iShares ESG Advanced MSCI EAFE ETF position peaked at $422K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.