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- Upturn Summary
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Upturn AI Summary
iShares ESG Advanced MSCI EAFE Index ETF(DMXF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DMXF
10/28/2026: DMXF (2-star) is currently NOT-A-BUY. Pass it for now.
DMXF provides targeted exposure to large and mid-cap developed market equities outside North America while applying a strict ESG 'Advanced' screen to filter out controversial business activities. It is a cost-effective, high-quality offering from BlackRock, making it a suitable choice for investors seeking to integrate sustainability values into their international equity holdings. While it offers strong diversification, investors should be mindful of the inherent currency and market risks associated with international investing, as well as potential tracking differences versus non-ESG benchmarks. It is best suited for long-term investors prioritizing both market-wide exposure and ESG alignment, with ongoing monitoring of regional economic stability and changing global ESG standards.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | International developed markets often offer more moderate growth compared to US technology-heavy indices. |
| Momentum investor | Mixed fit | Momentum may be a factor, but the ESG mandate can lead to performance deviations from pure momentum-based indices. |
| Value investor | Strong fit | The EAFE region frequently contains high-dividend, stable value stocks that align with this investor's goals. |
| Dividend/Income investor | Strong fit | Many international large-cap companies held by the fund are mature, dividend-paying entities. |
| Low-risk investor | Mixed fit | While international equities provide diversification, they carry inherent market and currency risks. |
Investor Profile
Ideal Investor Profile
Long-term investors who desire exposure to international developed markets but wish to exclude companies that do not meet rigorous environmental and social standards.
Suitability
Best suited for passive, long-term index followers who want to incorporate ESG values into their core international equity allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | International equity markets can experience price swings driven by local economic or political events. |
| Market risk | Medium / high | As an equity fund, DMXF is fully exposed to systemic downturns in developed international stock markets. |
| Concentration | Medium | ESG screens can cause the fund to deviate from the sector weights of a standard index, creating sector concentration risks. |
| Tracking/expense | Low | BlackRock's efficient management ensures the expense ratio remains low and tracking error is controlled. |
| Liquidity | Low | Underlying assets are generally highly liquid large-cap stocks from major global exchanges. |
| Business/sector quality | Low | The ESG focus implicitly promotes the holding of companies with better-governed, more sustainable business models. |
Risk Analysis
Volatility
DMXF exhibits volatility consistent with the broader EAFE market, typically experiencing periodic drawdowns aligned with global economic cycles.
Market Risk
The fund is subject to currency risk (as a US-listed fund holding foreign assets), geopolitical tensions, and interest rate changes in international jurisdictions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Europe Developed Markets (e.g., UK, Switzerland, France, Germany) | 65 | This allocation provides the core exposure to established European economies and their respective corporate landscapes. |
| Geography | Pacific Developed Markets (e.g., Japan, Australia) | 30 | This portion captures the performance of major Asian and Oceanic developed markets while maintaining ESG standards. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash balances are maintained for operational liquidity and rebalancing needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 14.7% | Avg. Invested days 73 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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