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DMXF icon

Cedar Cove Wealth Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Cedar Cove Wealth Partners’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 		$20.8M Buy
245,699
+8,366
+4% +$684K 9.77% 2
2026
Q1 		$17.9M Buy
237,333
+1,542
+0.7% +$121K 9.4% 2
2025
Q4 		$17.7M Buy
+235,791
New +$18M 9.26% 2

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
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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Cedar Cove Wealth Partners's DMXF Position: Q2 2026 in Review

Cedar Cove Wealth Partners increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 3.5% in Q2 2026, buying an estimated $684K and bringing the position to 245,699 shares worth $20.8M. The position accounts for 9.77% of the portfolio, ranked #2.

Cedar Cove Wealth Partners first reported a position in DMXF in Q4 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Cedar Cove Wealth Partners held 245,699 shares of iShares ESG Advanced MSCI EAFE ETF worth $20.8M as of Q2 2026.
  • Cedar Cove Wealth Partners bought 8,366 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $684K.
  • iShares ESG Advanced MSCI EAFE ETF made up 9.77% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Cedar Cove Wealth Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2025 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 Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.