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 Q3	$1.68M	Buy	19,888 +248	+1%	+$21.1K	0.94%	16
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

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Shotwell Rutter Baer's DMXF Position: Q3 2026 in Review

Shotwell Rutter Baer increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.3% in Q3 2026, buying an estimated $21.1K and bringing the position to 19,888 shares worth $1.68M. The position accounts for 0.94% of the portfolio, ranked #16.

Shotwell Rutter Baer first reported a position in DMXF in Q4 2023 and has held it in 11 quarters since. 47 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Shotwell Rutter Baer held 19,888 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.68M as of Q3 2026.
Shotwell Rutter Baer bought 248 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $21.1K.
iShares ESG Advanced MSCI EAFE ETF made up 0.94% of Shotwell Rutter Baer's portfolio in Q3 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 11 quarters since.
47 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.