Rockefeller Capital Management
DMXF icon

Rockefeller Capital Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Rockefeller Capital 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 		$98.3K Buy
1,161
+62
+6% +$5.07K ﹤0.01% 3002
2026
Q1 		$82.9K Buy
1,099
+1
+0.1% +$78 ﹤0.01% 2975
2025
Q4 		$82.5K Sell
1,098
-565
-34% -$43.1K ﹤0.01% 2812
2025
Q3 		$126K Buy
+1,663
New +$124K ﹤0.01% 2462
2023
Q1 		– Sell
-48
Closed -$2K – 2459
2022
Q4 		$2K Hold
48
– – ﹤0.01% 3555
2022
Q3 		$2K Buy
+48
New +$2.5K ﹤0.01% 3575

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

Rockefeller Capital Management's DMXF Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 5.6% in Q2 2026, buying an estimated $5.07K and bringing the position to 1,161 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

Rockefeller Capital Management first reported a position in DMXF in Q3 2022 and has held it in 6 quarters since. The position peaked at $126K in Q3 2025. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Rockefeller Capital Management held 1,161 shares of iShares ESG Advanced MSCI EAFE ETF worth $98.3K as of Q2 2026.
  • Rockefeller Capital Management bought 62 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $5.07K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3002 holding.
  • Rockefeller Capital Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2022 and has held it in 6 quarters since.
  • Rockefeller Capital Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $126K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.