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

VERITY Wealth 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	$1.14M	Buy	13,428 +92	+0.7%	+$7.52K	0.69%	24
2026 Q1	$1.01M	Buy	13,336 +70	+0.5%	+$5.47K	0.67%	26
2025 Q4	$997K	Hold	13,266	–	–	0.62%	30
2025 Q3	$1M	Hold	13,266	–	–	0.63%	30
2025 Q2	$988K	Hold	13,266	–	–	0.66%	28
2025 Q1	$893K	Buy	13,266 +426	+3%	+$28.9K	0.66%	31
2024 Q4	$830K	Hold	12,840	–	–	0.6%	33
2024 Q3	$925K	Hold	12,840	–	–	0.65%	33
2024 Q2	$866K	Hold	12,840	–	–	0.65%	31
2024 Q1	$875K	Buy	12,840 +2,771	+28%	+$182K	0.67%	31
2023 Q4	$643K	Sell	10,069 -276	-3%	-$16.3K	0.55%	37
2023 Q3	$591K	Buy	10,345 +228	+2%	+$13.6K	0.56%	36
2023 Q2	$616K	Buy	10,117 +731	+8%	+$44.3K	0.55%	35
2023 Q1	$559K	Hold	9,386	–	–	0.52%	38
2022 Q4	$509K	Sell	9,386 -1,288	-12%	-$66.7K	0.5%	41
2022 Q3	$497K	Sell	10,674 -227	-2%	-$11.8K	0.51%	39
2022 Q2	$568K	Buy	+10,901	New	+$613K	0.55%	37

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

VERITY Wealth Advisors's DMXF Position: Q2 2026 in Review

VERITY Wealth Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.69% in Q2 2026, buying an estimated $7.52K and bringing the position to 13,428 shares worth $1.14M. The position accounts for 0.69% of the portfolio, ranked #24.

VERITY Wealth Advisors first reported a position in DMXF in Q2 2022 and has held it in 17 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

VERITY Wealth Advisors held 13,428 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.14M as of Q2 2026.
VERITY Wealth Advisors bought 92 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $7.52K.
iShares ESG Advanced MSCI EAFE ETF made up 0.69% of VERITY Wealth Advisors's portfolio in Q2 2026, its #24 holding.
VERITY Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.