AF
DMXF icon

Allworth Financial’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Allworth Financial’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 		$15.2M Buy
179,916
+1,875
+1% +$153K 0.06% 179
2026
Q1 		$13.4M Buy
178,041
+1,121
+0.6% +$87.6K 0.05% 208
2025
Q4 		$13.3M Sell
176,920
-2,163
-1% -$165K 0.05% 192
2025
Q3 		$13.6M Sell
179,083
-12,709
-7% -$946K 0.06% 168
2025
Q2 		$14.3M Buy
191,792
+2,061
+1% +$146K 0.07% 159
2025
Q1 		$13.1M Sell
189,731
-6,657
-3% -$451K 0.07% 152
2024
Q4 		$13.1M Buy
196,388
+13,783
+8% +$937K 0.07% 142
2024
Q3 		$13.2M Buy
182,605
+5,511
+3% +$381K 0.08% 122
2024
Q2 		$12.1M Buy
177,094
+6,174
+4% +$417K 0.08% 120
2024
Q1 		$11.6M Buy
170,920
+11,635
+7% +$763K 0.08% 106
2023
Q4 		$10.2M Buy
159,285
+16,135
+11% +$955K 0.08% 109
2023
Q3 		$8.17M Buy
143,150
+42,629
+42% +$2.55M 0.07% 119
2023
Q2 		$6.12M Buy
100,521
+15,112
+18% +$915K 0.05% 147
2023
Q1 		$5.09M Buy
85,409
+15,174
+22% +$880K 0.05% 155
2022
Q4 		$3.81M Buy
70,235
+8,602
+14% +$445K 0.04% 175
2022
Q3 		$2.87M Buy
61,633
+12,777
+26% +$665K 0.04% 190
2022
Q2 		$2.55M Buy
48,856
+6,227
+15% +$350K 0.03% 193
2022
Q1 		$2.6M Buy
42,629
+17,223
+68% +$1.09M 0.03% 193
2021
Q4 		$1.75M Buy
25,406
+23,547
+1,267% +$1.62M 0.02% 217
2021
Q3 		$126K Buy
+1,859
New +$129K ﹤0.01% 570

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 22.96% 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 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Allworth Financial's DMXF Position: Q2 2026 in Review

Allworth Financial increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.1% in Q2 2026, buying an estimated $153K and bringing the position to 179,916 shares worth $15.2M. The position accounts for 0.06% of the portfolio, ranked #179.

Allworth Financial first reported a position in DMXF in Q3 2021 and has held it in 20 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Allworth Financial held 179,916 shares of iShares ESG Advanced MSCI EAFE ETF worth $15.2M as of Q2 2026.
  • Allworth Financial bought 1,875 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $153K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.06% of Allworth Financial's portfolio in Q2 2026, its #179 holding.
  • Allworth Financial first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.