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

Balance 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 Q3	$151K	Buy	+1,781	New	+$152K	0.04%	190

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 26.91% 1-Year Est. Return

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

Balance Wealth's DMXF Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2026: 1,781 shares worth $151K. The stake represents 0.04% of the portfolio and ranks #190 among its holdings.

169 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Balance Wealth held 1,781 shares of iShares ESG Advanced MSCI EAFE ETF worth $151K as of Q3 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Balance Wealth position in Q3 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #190 holding.
169 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.