AWM
DMXF icon

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
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

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 $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 $1.56T 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

Ariadne Wealth Management's DMXF Position: Q1 2026 in Review

Ariadne Wealth Management reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.6% in Q1 2026, selling an estimated $7.82K and leaving 6,159 shares worth $465K. The position accounts for 0.21% of the portfolio, ranked #110.

Ariadne Wealth Management first reported a position in DMXF in Q2 2024 and has held it in 7 quarters since. The position peaked at $508K in Q4 2025. 243 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • Ariadne Wealth Management held 6,159 shares of iShares ESG Advanced MSCI EAFE ETF worth $465K as of Q1 2026.
  • Ariadne Wealth Management sold 100 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2026, an estimated $7.82K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.21% of Ariadne Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Ariadne Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
  • Ariadne Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $508K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.