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 Q2	$5.95M	Buy	70,362 +13,169	+23%	+$1.08M	0.8%	24
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

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Regatta Capital Group's DMXF Position: Q2 2026 in Review

Regatta Capital Group increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 23% in Q2 2026, buying an estimated $1.08M and bringing the position to 70,362 shares worth $5.95M. The position accounts for 0.8% of the portfolio, ranked #24.

Regatta Capital Group first reported a position in DMXF in Q1 2024 and has held it in 10 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Regatta Capital Group held 70,362 shares of iShares ESG Advanced MSCI EAFE ETF worth $5.95M as of Q2 2026.
Regatta Capital Group bought 13,169 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $1.08M.
iShares ESG Advanced MSCI EAFE ETF made up 0.8% of Regatta Capital Group's portfolio in Q2 2026, its #24 holding.
Regatta Capital Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.