UBS Group
DMXF icon

UBS Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

UBS Group’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 		$4.57M Sell
53,990
-96
-0.2% -$7.85K ﹤0.01% 4252
2026
Q1 		$4.08M Sell
54,086
-1,324
-2% -$104K ﹤0.01% 4281
2025
Q4 		$4.16M Buy
55,410
+547
+1% +$41.7K ﹤0.01% 4209
2025
Q3 		$4.16M Sell
54,863
-5,266
-9% -$392K ﹤0.01% 4235
2025
Q2 		$4.48M Buy
60,129
+5,479
+10% +$387K ﹤0.01% 3998
2025
Q1 		$3.68M Sell
54,650
-5,853
-10% -$397K ﹤0.01% 4097
2024
Q4 		$3.91M Sell
60,503
-573
-0.9% -$39K ﹤0.01% 4095
2024
Q3 		$4.4M Buy
61,076
+1,261
+2% +$87.3K ﹤0.01% 3207
2024
Q2 		$4.03M Buy
59,815
+4,365
+8% +$295K ﹤0.01% 3078
2024
Q1 		$3.78M Buy
55,450
+825
+2% +$54.1K ﹤0.01% 3272
2023
Q4 		$3.49M Buy
54,625
+20,063
+58% +$1.19M ﹤0.01% 3165
2023
Q3 		$1.97M Buy
34,562
+15,993
+86% +$956K ﹤0.01% 3448
2023
Q2 		$1.13M Buy
18,569
+3,872
+26% +$235K ﹤0.01% 4130
2023
Q1 		$876K Sell
14,697
-3,266
-18% -$190K ﹤0.01% 4228
2022
Q4 		$975K Buy
17,963
+9,698
+117% +$502K ﹤0.01% 4094
2022
Q3 		$385K Buy
8,265
+6,281
+317% +$327K ﹤0.01% 4564
2022
Q2 		$104K Sell
1,984
-159
-7% -$8.95K ﹤0.01% 5401
2022
Q1 		$130K Buy
2,143
+804
+60% +$51K ﹤0.01% 5699
2021
Q4 		$92K Buy
1,339
+10
+0.8% +$689 ﹤0.01% 6383
2021
Q3 		$90K Sell
1,329
-899
-40% -$62.5K ﹤0.01% 5901
2021
Q2 		$151K Buy
+2,228
New +$151K ﹤0.01% 5562

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

UBS Group's DMXF Position: Q2 2026 in Review

UBS Group reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.18% in Q2 2026, selling an estimated $7.85K and leaving 53,990 shares worth $4.57M. The position accounts for ﹤0.01% of the portfolio, ranked #4252.

UBS Group first reported a position in DMXF in Q2 2021 and has held it in 21 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • UBS Group held 53,990 shares of iShares ESG Advanced MSCI EAFE ETF worth $4.57M as of Q2 2026.
  • UBS Group sold 96 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $7.85K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4252 holding.
  • UBS Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.