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Rossby Financial’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Rossby Financial’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 		$70.6K Buy
835
+37
+5% +$3.02K 0.01% 611
2026
Q1 		$61.2K Buy
798
+120
+18% +$9.38K 0.01% 683
2025
Q4 		$51K Hold
678
– – 0.02% 534
2025
Q3 		$51.8K Hold
678
– – 0.02% 527
2025
Q2 		$50.5K Sell
678
-216
-24% -$15.3K 0.02% 498
2025
Q1 		$62K Buy
+894
New +$60.6K 0.03% 433

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

Rossby Financial's DMXF Position: Q2 2026 in Review

Rossby Financial increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 4.6% in Q2 2026, buying an estimated $3.02K and bringing the position to 835 shares worth $70.6K. The position accounts for 0.01% of the portfolio, ranked #611.

Rossby Financial first reported a position in DMXF in Q1 2025 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Rossby Financial held 835 shares of iShares ESG Advanced MSCI EAFE ETF worth $70.6K as of Q2 2026.
  • Rossby Financial bought 37 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $3.02K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #611 holding.
  • Rossby Financial first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.