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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Shotwell Rutter Baer's DMXF Position: Q1 2026 in Review

Shotwell Rutter Baer increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.23% in Q1 2026, buying an estimated $3.52K and bringing the position to 19,663 shares worth $1.48M. The position accounts for 0.87% of the portfolio, ranked #16.

Shotwell Rutter Baer first reported a position in DMXF in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.51M in Q4 2025. 242 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

Shotwell Rutter Baer held 19,663 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.48M as of Q1 2026.
Shotwell Rutter Baer bought 45 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2026, an estimated $3.52K.
iShares ESG Advanced MSCI EAFE ETF made up 0.87% of Shotwell Rutter Baer's portfolio in Q1 2026, its #16 holding.
Shotwell Rutter Baer first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
Shotwell Rutter Baer's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.51M in Q4 2025.
242 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.