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

Ariadne 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 Q3	$484K	Sell	5,717 -455	-7%	-$38.8K	0.21%	123
2026 Q2	$522K	Buy	6,172 +13	+0.2%	+$1.06K	0.23%	107
2026 Q1	$465K	Sell	6,159 -100	-2%	-$7.82K	0.21%	110
2025 Q4	$508K	Buy	6,259 +47	+0.8%	+$3.58K	0.21%	103
2025 Q3	$476K	Sell	6,212 -144	-2%	-$10.7K	0.21%	101
2025 Q2	$477K	Sell	6,356 -346	-5%	-$24.5K	0.23%	94
2025 Q1	$478K	Buy	6,702 +3,683	+122%	+$250K	0.25%	91
2024 Q4	$206K	Buy	+3,019	New	+$205K	0.09%	204
2024 Q3	–	Sell	-3,132	Closed	-$211K	–	240
2024 Q2	$211K	Buy	+3,132	New	+$212K	0.16%	136

Other funds holding DMXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Ariadne Wealth Management's DMXF Position: Q3 2026 in Review

Ariadne Wealth Management reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 7.4% in Q3 2026, selling an estimated $38.8K and leaving 5,717 shares worth $484K. The position accounts for 0.21% of the portfolio, ranked #123.

Ariadne Wealth Management first reported a position in DMXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $522K in Q2 2026. 152 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Ariadne Wealth Management held 5,717 shares of iShares ESG Advanced MSCI EAFE ETF worth $484K as of Q3 2026.
Ariadne Wealth Management sold 455 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $38.8K.
iShares ESG Advanced MSCI EAFE ETF made up 0.21% of Ariadne Wealth Management's portfolio in Q3 2026, its #123 holding.
Ariadne Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Ariadne Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $522K in Q2 2026.
152 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.