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

Westfuller 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 		$2.72M Sell
32,125
-254
-0.8% -$20.8K 0.99% 32
2026
Q1 		$2.44M Hold
32,379
– – 1.05% 24
2025
Q4 		$2.43M Buy
32,379
+1,049
+3% +$80K 0.98% 30
2025
Q3 		$2.37M Hold
31,330
– – 1.08% 27
2025
Q2 		$2.33M Buy
31,330
+485
+2% +$34.3K 1.33% 19
2025
Q1 		$2.08M Hold
30,845
– – 1.39% 19
2024
Q4 		$1.99M Buy
30,845
+414
+1% +$28.1K 1.27% 23
2024
Q3 		$2.19M Buy
+30,431
New +$2.11M 1.57% 18
2024
Q1 		$2.04M Buy
+29,983
New +$1.97M 2.45% 13

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

Westfuller Advisors's DMXF Position: Q2 2026 in Review

Westfuller Advisors reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.78% in Q2 2026, selling an estimated $20.8K and leaving 32,125 shares worth $2.72M. The position accounts for 0.99% of the portfolio, ranked #32.

Westfuller Advisors first reported a position in DMXF in Q1 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Westfuller Advisors held 32,125 shares of iShares ESG Advanced MSCI EAFE ETF worth $2.72M as of Q2 2026.
  • Westfuller Advisors sold 254 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $20.8K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.99% of Westfuller Advisors's portfolio in Q2 2026, its #32 holding.
  • Westfuller Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.