AWM
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AE Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

AE Wealth Management’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 		$196K Buy
2,321
+883
+61% +$72.2K ﹤0.01% 1730
2026
Q1 		$108K Buy
1,438
+1,431
+20,443% +$112K ﹤0.01% 1778
2025
Q4 		$526 Hold
7
– – ﹤0.01% 2408
2025
Q3 		$530 Sell
7
-1,254
-99% -$93.4K ﹤0.01% 2236
2025
Q2 		$93.9K Sell
1,261
-15
-1% -$1.06K ﹤0.01% 1498
2025
Q1 		$85.9K Sell
1,276
-1,307
-51% -$88.6K ﹤0.01% 1478
2024
Q4 		$167K Buy
+2,583
New +$176K ﹤0.01% 1313
2024
Q1 		– Sell
-7,036
Closed -$452K – 1351
2023
Q4 		$452K Sell
7,036
-225
-3% -$13.3K ﹤0.01% 1499
2023
Q3 		$415K Sell
7,261
-505
-7% -$30.2K ﹤0.01% 1473
2023
Q2 		$473K Buy
7,766
+817
+12% +$49.5K ﹤0.01% 1425
2023
Q1 		$414K Sell
6,949
-1,602
-19% -$93K ﹤0.01% 1429
2022
Q4 		$464K Sell
8,551
-913
-10% -$47.3K ﹤0.01% 1348
2022
Q3 		$441K Sell
9,464
-9
-0.1% -$468 ﹤0.01% 1320
2022
Q2 		$494K Buy
9,473
+263
+3% +$14.8K ﹤0.01% 1213
2022
Q1 		$562K Sell
9,210
-616
-6% -$39K ﹤0.01% 1181
2021
Q4 		$676K Buy
9,826
+4,438
+82% +$306K ﹤0.01% 1129
2021
Q3 		$365K Buy
5,388
+2,011
+60% +$140K ﹤0.01% 1290
2021
Q2 		$229K Buy
+3,377
New +$229K ﹤0.01% 1453

Other funds holding DMXF

NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AE Wealth Management's DMXF Position: Q2 2026 in Review

AE Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 61% in Q2 2026, buying an estimated $72.2K and bringing the position to 2,321 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

AE Wealth Management first reported a position in DMXF in Q2 2021 and has held it in 18 quarters since. The position peaked at $676K in Q4 2021. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • AE Wealth Management held 2,321 shares of iShares ESG Advanced MSCI EAFE ETF worth $196K as of Q2 2026.
  • AE Wealth Management bought 883 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $72.2K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1730 holding.
  • AE Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and has held it in 18 quarters since.
  • AE Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $676K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.