Superior Planning, LLC’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Superior Planning, LLC’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 Q3	$96.8K	Buy	+1,144	New	+$97.5K	0.04%	246

Other funds holding DMXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Superior Planning, LLC's DMXF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2026: 1,144 shares worth $96.8K. The stake represents 0.04% of the portfolio and ranks #246 among its holdings.

202 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Superior Planning, LLC held 1,144 shares of iShares ESG Advanced MSCI EAFE ETF worth $96.8K as of Q3 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Superior Planning, LLC position in Q3 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #246 holding.
202 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.