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Private Advisor Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Private Advisor Group’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 		$927K Buy
10,952
+4,562
+71% +$373K ﹤0.01% 1418
2026
Q1 		$482K Buy
6,390
+1,186
+23% +$92.7K ﹤0.01% 1889
2025
Q4 		$391K Buy
5,204
+135
+3% +$10.3K ﹤0.01% 1980
2025
Q3 		$384K Buy
5,069
+40
+0.8% +$2.98K ﹤0.01% 1925
2025
Q2 		$374K Sell
5,029
-344
-6% -$24.3K ﹤0.01% 1845
2025
Q1 		$362K Buy
5,373
+185
+4% +$12.5K ﹤0.01% 1767
2024
Q4 		$335K Sell
5,188
-40
-0.8% -$2.72K ﹤0.01% 1796
2024
Q3 		$377K Buy
+5,228
New +$362K ﹤0.01% 1788

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

Private Advisor Group's DMXF Position: Q2 2026 in Review

Private Advisor Group increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 71% in Q2 2026, buying an estimated $373K and bringing the position to 10,952 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Private Advisor Group first reported a position in DMXF in Q3 2024 and has held it in 8 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Private Advisor Group held 10,952 shares of iShares ESG Advanced MSCI EAFE ETF worth $927K as of Q2 2026.
  • Private Advisor Group bought 4,562 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $373K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1418 holding.
  • Private Advisor Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.