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Ashton Thomas Private Wealth’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Ashton Thomas Private Wealth’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 		$286K Buy
3,377
+2,434
+258% +$199K 0.01% 1006
2026
Q1 		$71.1K Buy
+943
New +$73.7K ﹤0.01% 1234
2024
Q3 		– Sell
-71
Closed -$4.79K – 930
2024
Q2 		$4.79K Buy
+71
New +$4.79K ﹤0.01% 1575

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ashton Thomas Private Wealth's DMXF Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 258% in Q2 2026, buying an estimated $199K and bringing the position to 3,377 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #1006.

Ashton Thomas Private Wealth first reported a position in DMXF in Q2 2024 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Ashton Thomas Private Wealth held 3,377 shares of iShares ESG Advanced MSCI EAFE ETF worth $286K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 2,434 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $199K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1006 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2024 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.