SHJ
DMXF icon

Sharkey, Howes & Javer’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Sharkey, Howes & Javer’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 		$1.18M Sell
13,906
-704
-5% -$57.6K 0.14% 80
2026
Q1 		$1.1M Buy
+14,610
New +$1.14M 0.15% 79
2025
Q3 		– Sell
-18,309
Closed -$1.36M – 162
2025
Q2 		$1.36M Buy
18,309
+380
+2% +$26.9K 0.18% 78
2025
Q1 		$1.21M Sell
17,929
-12,718
-41% -$862K 0.17% 80
2024
Q4 		$1.98M Buy
30,647
+5,209
+20% +$354K 0.28% 61
2024
Q3 		$1.83M Buy
25,438
+4,027
+19% +$279K 0.26% 61
2024
Q2 		$1.44M Buy
21,411
+249
+1% +$16.8K 0.23% 58
2024
Q1 		$1.44M Sell
21,162
-106
-0.5% -$6.95K 0.24% 58
2023
Q4 		$1.36M Buy
21,268
+114
+0.5% +$6.75K 0.24% 54
2023
Q3 		$1.21M Buy
21,154
+2,722
+15% +$163K 0.23% 57
2023
Q2 		$1.12M Buy
18,432
+187
+1% +$11.3K 0.21% 56
2023
Q1 		$1.09M Sell
18,245
-1,465
-7% -$85K 0.23% 55
2022
Q4 		$1.07M Buy
19,710
+4,683
+31% +$242K 0.25% 53
2022
Q3 		$700K Sell
15,027
-1,281
-8% -$66.7K 0.15% 65
2022
Q2 		$850K Sell
16,308
-34,725
-68% -$1.95M 0.21% 51
2022
Q1 		$3.11M Buy
51,033
+5,716
+13% +$362K 0.71% 28
2021
Q4 		$3.12M Buy
45,317
+33,724
+291% +$2.32M 0.7% 27
2021
Q3 		$786K Buy
11,593
+4,224
+57% +$294K 0.2% 49
2021
Q2 		$499K Buy
7,369
+309
+4% +$21K 0.13% 57
2021
Q1 		$458K Buy
7,060
+3,842
+119% +$249K 0.14% 56
2020
Q4 		$203K Buy
+3,218
New +$189K 0.07% 72

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

Sharkey, Howes & Javer's DMXF Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 4.8% in Q2 2026, selling an estimated $57.6K and leaving 13,906 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #80.

Sharkey, Howes & Javer first reported a position in DMXF in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.12M in Q4 2021. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Sharkey, Howes & Javer held 13,906 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.18M as of Q2 2026.
  • Sharkey, Howes & Javer sold 704 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $57.6K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.14% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #80 holding.
  • Sharkey, Howes & Javer first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • Sharkey, Howes & Javer's iShares ESG Advanced MSCI EAFE ETF position peaked at $3.12M in Q4 2021.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.