Carson Wealth (CWM LLC)
DMXF icon

Carson Wealth (CWM LLC)’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Carson Wealth (CWM LLC)’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 		$4.2M Buy
55,675
+7,113
+15% +$556K 0.01% 885
2025
Q4 		$3.65M Buy
48,562
+2,206
+5% +$168K 0.01% 908
2025
Q3 		$3.51M Buy
46,356
+9,082
+24% +$676K 0.01% 860
2025
Q2 		$2.77M Buy
37,274
+33,017
+776% +$2.33M 0.01% 818
2025
Q1 		$287K Sell
4,257
-178
-4% -$12.1K ﹤0.01% 1695
2024
Q4 		$287K Buy
4,435
+1,385
+45% +$94.2K ﹤0.01% 1619
2024
Q3 		$220K Sell
3,050
-2,132
-41% -$148K ﹤0.01% 1709
2024
Q2 		$349K Buy
5,182
+37
+0.7% +$2.5K ﹤0.01% 1317
2024
Q1 		$351K Sell
5,145
-3,651
-42% -$240K ﹤0.01% 1265
2023
Q4 		$562K Sell
8,796
-20,229
-70% -$1.2M ﹤0.01% 1020
2023
Q3 		$1.66M Buy
29,025
+1,080
+4% +$64.5K 0.01% 591
2023
Q2 		$1.7M Sell
27,945
-1,027
-4% -$62.2K 0.01% 555
2023
Q1 		$1.73M Buy
28,972
+2,463
+9% +$143K 0.01% 506
2022
Q4 		$1.44M Sell
26,509
-6,938
-21% -$359K 0.01% 511
2022
Q3 		$1.56M Sell
33,447
-98
-0.3% -$5.1K 0.01% 453
2022
Q2 		$1.75M Sell
33,545
-4,642
-12% -$261K 0.01% 424
2022
Q1 		$2.33M Sell
38,187
-2,422
-6% -$153K 0.02% 385
2021
Q4 		$2.79M Buy
+40,609
New +$2.8M 0.02% 371
2021
Q2 		$2.45M Hold
36,216
– – 0.02% 381
2021
Q1 		$2.45M Hold
36,216
– – 0.02% 381
2020
Q4 		$2.45M Hold
36,216
– – 0.02% 381
2020
Q3 		$2.45M Hold
36,216
– – 0.02% 381
2020
Q2 		$2.45M Buy
+36,216
New +$1.86M 0.02% 381

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Carson Wealth (CWM LLC)'s DMXF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 15% in Q1 2026, buying an estimated $556K and bringing the position to 55,675 shares worth $4.2M. The position accounts for 0.01% of the portfolio, ranked #885.

Carson Wealth (CWM LLC) first reported a position in DMXF in Q2 2020 and has held it in 23 quarters since. 243 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 55,675 shares of iShares ESG Advanced MSCI EAFE ETF worth $4.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,113 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2026, an estimated $556K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #885 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2020 and has held it in 23 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.