Sanctuary Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Sanctuary Advisors’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	$1.71M	Buy	20,201 +1,684	+9%	+$138K	0.01%	1135
2026 Q1	$1.4M	Buy	18,517 +10,901	+143%	+$852K	0.01%	1148
2025 Q4	$572K	Buy	7,616 +111	+1%	+$8.47K	﹤0.01%	1643
2025 Q3	$568K	Sell	7,505 -13,573	-64%	-$1.01M	﹤0.01%	1633
2025 Q2	$1.57M	Sell	21,078 -1,471	-7%	-$104K	0.01%	960
2025 Q1	$1.52M	Sell	22,549 -8,550	-27%	-$580K	0.01%	912
2024 Q4	$2.11M	Sell	31,099 -2,227	-7%	-$151K	0.01%	840
2024 Q3	$2.21M	Buy	33,326 +8,907	+36%	+$617K	0.01%	816
2024 Q2	$1.61M	Buy	+24,419	New	+$1.65M	0.01%	930

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

Sanctuary Advisors's DMXF Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 9.1% in Q2 2026, buying an estimated $138K and bringing the position to 20,201 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #1135.

Sanctuary Advisors first reported a position in DMXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.21M in Q3 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Sanctuary Advisors held 20,201 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.71M as of Q2 2026.
Sanctuary Advisors bought 1,684 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $138K.
iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1135 holding.
Sanctuary Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.21M in Q3 2024.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.