ZIM
DMXF icon

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

Zacks 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
2026
Q2 		– Sell
-2,763
Closed -$208K – 753
2026
Q1 		$208K Hold
2,763
– – ﹤0.01% 667
2025
Q4 		$208K Hold
2,763
– – ﹤0.01% 674
2025
Q3 		$209K Hold
2,763
– – ﹤0.01% 671
2025
Q2 		$206K Buy
+2,763
New +$195K ﹤0.01% 643

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

Zacks Investment Management's DMXF Position: Q2 2026 in Review

Zacks Investment Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026, closing a stake of 2,763 shares — an estimated $208K sold.

Zacks Investment Management first reported a position in DMXF in Q2 2025 and held it in 4 quarters. The position peaked at $209K in Q3 2025. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Zacks Investment Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Zacks Investment Management sold 2,763 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $208K.
  • Zacks Investment Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2025 and held it in 4 quarters.
  • Zacks Investment Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $209K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.