Advisory Services Network’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Advisory Services Network’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	-1,101	Closed	-$83.1K	–	2800
2026 Q1	$83.1K	Buy	+1,101	New	+$86.1K	﹤0.01%	2318
2024 Q1	–	Sell	-2,042	Closed	-$130K	–	1998
2023 Q4	$130K	Buy	+2,042	New	+$121K	﹤0.01%	1485
2023 Q2	–	Sell	-1,937	Closed	-$115K	–	1997
2023 Q1	$115K	Sell	1,937 -19	-1%	-$1.1K	﹤0.01%	1575
2022 Q4	$106K	Buy	+1,956	New	+$101K	﹤0.01%	1580
2021 Q3	–	Sell	-1,837	Closed	-$124K	–	1855
2021 Q2	$124K	Buy	+1,837	New	+$125K	﹤0.01%	1492
2021 Q1	–	Sell	-1,068	Closed	-$67K	–	1692
2020 Q4	$67K	Buy	+1,068	New	+$62.9K	﹤0.01%	1523

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

Advisory Services Network's DMXF Position: Q2 2026 in Review

Advisory Services Network sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026, closing a stake of 1,101 shares — an estimated $83.1K sold.

Advisory Services Network first reported a position in DMXF in Q4 2020 and held it in 6 quarters. The position peaked at $130K in Q4 2023. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Advisory Services Network reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,101 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $83.1K.
Advisory Services Network first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and held it in 6 quarters.
Advisory Services Network's iShares ESG Advanced MSCI EAFE ETF position peaked at $130K in Q4 2023.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.