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Stewardship Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Stewardship Advisors’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 		$606K Buy
7,163
+50
+0.7% +$4.09K 0.13% 84
2026
Q1 		$537K Buy
7,113
+133
+2% +$10.4K 0.12% 87
2025
Q4 		$525K Buy
6,980
+352
+5% +$26.8K 0.12% 84
2025
Q3 		$502K Buy
6,628
+205
+3% +$15.3K 0.12% 86
2025
Q2 		$478K Sell
6,423
-117
-2% -$8.27K 0.12% 82
2025
Q1 		$440K Buy
6,540
+870
+15% +$59K 0.12% 82
2024
Q4 		$366K Buy
5,670
+1,434
+34% +$97.5K 0.1% 108
2024
Q3 		$305K Buy
+4,236
New +$293K 0.09% 101

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

Stewardship Advisors's DMXF Position: Q2 2026 in Review

Stewardship Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.7% in Q2 2026, buying an estimated $4.09K and bringing the position to 7,163 shares worth $606K. The position accounts for 0.13% of the portfolio, ranked #84.

Stewardship Advisors first reported a position in DMXF in Q3 2024 and has held it in 8 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Stewardship Advisors held 7,163 shares of iShares ESG Advanced MSCI EAFE ETF worth $606K as of Q2 2026.
  • Stewardship Advisors bought 50 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $4.09K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.13% of Stewardship Advisors's portfolio in Q2 2026, its #84 holding.
  • Stewardship Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.