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Ally Invest Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Ally Invest Advisors’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
Q1 		$944K Buy
12,510
+166
+1% +$13K 0.06% 39
2025
Q4 		$928K Sell
12,344
-1,068
-8% -$81.5K 0.06% 41
2025
Q3 		$1.02M Buy
13,412
+984
+8% +$73.3K 0.07% 40
2025
Q2 		$925K Buy
12,428
+1,743
+16% +$123K 0.07% 40
2025
Q1 		$720K Buy
10,685
+1,268
+13% +$85.9K 0.06% 42
2024
Q4 		$609K Buy
9,417
+610
+7% +$41.5K 0.05% 44
2024
Q3 		$634K Buy
8,807
+1,552
+21% +$107K 0.06% 41
2024
Q2 		$489K Sell
7,255
-104
-1% -$7.02K 0.05% 44
2024
Q1 		$501K Buy
7,359
+435
+6% +$28.5K 0.05% 41
2023
Q4 		$442K Buy
6,924
+504
+8% +$29.8K 0.05% 41
2023
Q3 		$367K Buy
6,420
+153
+2% +$9.14K 0.04% 40
2023
Q2 		$382K Buy
6,267
+861
+16% +$52.2K 0.04% 40
2023
Q1 		$322K Buy
5,406
+848
+19% +$49.2K 0.04% 40
2022
Q4 		$247K Buy
+4,558
New +$236K 0.03% 35

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Ally Invest Advisors's DMXF Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.3% in Q1 2026, buying an estimated $13K and bringing the position to 12,510 shares worth $944K. The position accounts for 0.06% of the portfolio, ranked #39.

Ally Invest Advisors first reported a position in DMXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q3 2025. 242 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • Ally Invest Advisors held 12,510 shares of iShares ESG Advanced MSCI EAFE ETF worth $944K as of Q1 2026.
  • Ally Invest Advisors bought 166 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2026, an estimated $13K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.06% of Ally Invest Advisors's portfolio in Q1 2026, its #39 holding.
  • Ally Invest Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Ally Invest Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.02M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.