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Tortoise Investment Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-635
Closed -$48.1K – 557
2025
Q3 		$48.1K Hold
635
– – ﹤0.01% 399
2025
Q2 		$47.3K Buy
635
+165
+35% +$11.7K ﹤0.01% 389
2025
Q1 		$31.6K Hold
470
– – ﹤0.01% 435
2024
Q4 		$30.4K Hold
470
– – ﹤0.01% 493
2024
Q3 		$33.9K Hold
470
– – ﹤0.01% 478
2024
Q2 		$31.7K Hold
470
– – ﹤0.01% 462
2024
Q1 		$32K Hold
470
– – ﹤0.01% 443
2023
Q4 		$30K Hold
470
– – ﹤0.01% 437
2023
Q3 		$26.8K Hold
470
– – ﹤0.01% 430
2023
Q2 		$28.6K Hold
470
– – ﹤0.01% 419
2023
Q1 		$28K Hold
470
– – ﹤0.01% 412
2022
Q4 		$25.5K Hold
470
– – ﹤0.01% 423
2022
Q3 		$22K Buy
470
+275
+141% +$14.3K ﹤0.01% 432
2022
Q2 		$10K Buy
+195
New +$11K ﹤0.01% 515

Other funds holding DMXF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tortoise Investment Management's DMXF Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2025, closing a stake of 635 shares — an estimated $48.1K sold.

Tortoise Investment Management first reported a position in DMXF in Q2 2022 and held it in 14 quarters. The position peaked at $48.1K in Q3 2025. 195 funds tracked by Wall St. Rank hold DMXF as of Q4 2025.

  • Tortoise Investment Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 635 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2025, an estimated $48.1K.
  • Tortoise Investment Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2022 and held it in 14 quarters.
  • Tortoise Investment Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $48.1K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.