RCG
DMXF icon

Regatta Capital Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Regatta Capital 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
Q1 		$4.32M Buy
57,193
+2,921
+5% +$228K 0.65% 28
2025
Q4 		$4.08M Buy
54,272
+4,647
+9% +$354K 0.62% 28
2025
Q3 		$3.76M Buy
49,625
+1,468
+3% +$109K 0.59% 31
2025
Q2 		$3.58M Buy
48,157
+20,740
+76% +$1.47M 0.62% 29
2025
Q1 		$1.85M Sell
27,417
-14,222
-34% -$964K 0.36% 52
2024
Q4 		$2.69M Buy
41,639
+4,213
+11% +$286K 0.52% 32
2024
Q3 		$2.7M Buy
37,426
+4,921
+15% +$341K 0.52% 37
2024
Q2 		$2.19M Buy
32,505
+5,245
+19% +$354K 0.47% 43
2024
Q1 		$1.86M Buy
+27,260
New +$1.79M 0.42% 47

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return