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

Buck Wealth Strategies’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 		$11K Buy
+131
New +$10.7K ﹤0.01% 575
2024
Q2 		– Sell
-3,166
Closed -$216K – 81
2024
Q1 		$216K Buy
+3,166
New +$208K 0.07% 77
2023
Q4 		– Sell
-27
Closed -$1.54K – 129
2023
Q3 		$1.54K Buy
+27
New +$1.61K ﹤0.01% 321

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 22.9% 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 19.28% 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

Buck Wealth Strategies's DMXF Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 131 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in DMXF as recently as Q1 2024.

Buck Wealth Strategies first reported a position in DMXF in Q3 2023 and has held it in 3 quarters since. The position peaked at $216K in Q1 2024. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Buck Wealth Strategies held 131 shares of iShares ESG Advanced MSCI EAFE ETF worth $11K as of Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #575 holding.
  • Buck Wealth Strategies first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2023 and has held it in 3 quarters since.
  • Buck Wealth Strategies's iShares ESG Advanced MSCI EAFE ETF position peaked at $216K in Q1 2024.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.