Shotwell Rutter Baer’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Shotwell Rutter Baer’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	$1.66M	Sell	19,640 -23	-0.1%	-$1.88K	0.91%	17
2026 Q1	$1.48M	Buy	19,663 +45	+0.2%	+$3.52K	0.87%	16
2025 Q4	$1.51M	Buy	19,618 +272	+1%	+$20.7K	0.91%	17
2025 Q3	$1.49M	Buy	19,346 +1,936	+11%	+$144K	0.96%	16
2025 Q2	$1.3M	Buy	17,410 +46	+0.3%	+$3.25K	0.88%	17
2025 Q1	$1.07M	Buy	17,364 +178	+1%	+$12.1K	0.95%	16
2024 Q4	$1.1M	Sell	17,186 -40	-0.2%	-$2.72K	0.93%	16
2024 Q3	$1.22M	Buy	17,226 +933	+6%	+$64.6K	1.01%	16
2024 Q2	$1.11M	Buy	+16,293	New	+$1.1M	0.98%	16
2024 Q1	–	Sell	-16,764	Closed	-$1.07M	–	20
2023 Q4	$1.07M	Buy	+16,764	New	+$992K	1.02%	17

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

Shotwell Rutter Baer's DMXF Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.12% in Q2 2026, selling an estimated $1.88K and leaving 19,640 shares worth $1.66M. The position accounts for 0.91% of the portfolio, ranked #17.

Shotwell Rutter Baer first reported a position in DMXF in Q4 2023 and has held it in 10 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Shotwell Rutter Baer held 19,640 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.66M as of Q2 2026.
Shotwell Rutter Baer sold 23 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $1.88K.
iShares ESG Advanced MSCI EAFE ETF made up 0.91% of Shotwell Rutter Baer's portfolio in Q2 2026, its #17 holding.
Shotwell Rutter Baer first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.