1 North Wealth Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

1 North Wealth Services’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	$11K	Hold	130	–	–	﹤0.01%	179
2026 Q1	$9.81K	Hold	130	–	–	﹤0.01%	162
2025 Q4	$9.77K	Hold	130	–	–	﹤0.01%	164
2025 Q3	$9.85K	Hold	130	–	–	﹤0.01%	151
2025 Q2	$9.68K	Hold	130	–	–	﹤0.01%	149
2025 Q1	$8.75K	Buy	+130	New	+$8.81K	﹤0.01%	159

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

1 North Wealth Services's DMXF Position: Q2 2026 in Review

1 North Wealth Services held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 130 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

1 North Wealth Services first reported a position in DMXF in Q1 2025 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

1 North Wealth Services held 130 shares of iShares ESG Advanced MSCI EAFE ETF worth $11K as of Q2 2026.
1 North Wealth Services left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #179 holding.
1 North Wealth Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.