Action Point Financial Planning’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Action Point Financial Planning’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	$74.4K	Buy	+881	New	+$72K	0.01%	691

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

Action Point Financial Planning's DMXF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 881 shares worth $74.4K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings.

262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Action Point Financial Planning held 881 shares of iShares ESG Advanced MSCI EAFE ETF worth $74.4K as of Q2 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Action Point Financial Planning position in Q2 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #691 holding.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.