Sterling Investment Counsel’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Sterling Investment Counsel’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	$216K	Buy	+2,552	New	+$209K	0.05%	187

Other funds holding DMXF

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Sterling Investment Counsel's DMXF Position: Q2 2026 in Review

Sterling Investment Counsel opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 2,552 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #187 among its holdings.

110 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Sterling Investment Counsel held 2,552 shares of iShares ESG Advanced MSCI EAFE ETF worth $216K as of Q2 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Sterling Investment Counsel position in Q2 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.05% of Sterling Investment Counsel's portfolio in Q2 2026, its #187 holding.
110 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.