Clarity Asset Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Clarity Asset Management’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	–	Sell	-47	Closed	-$3.58K	–	115
2026 Q1	$3.58K	Sell	47 -485	-91%	-$37.9K	﹤0.01%	254
2025 Q4	$40K	Buy	532 +17	+3%	+$1.3K	0.02%	105
2025 Q3	$39K	Hold	515	–	–	0.02%	106
2025 Q2	$38.3K	Buy	+515	New	+$36.4K	0.02%	108
2024 Q4	–	Sell	-562	Closed	-$40.5K	–	217
2024 Q3	$40.5K	Buy	+562	New	+$38.9K	0.03%	108

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Clarity Asset Management's DMXF Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026, closing a stake of 47 shares — an estimated $3.58K sold.

Clarity Asset Management first reported a position in DMXF in Q3 2024 and held it in 5 quarters. The position peaked at $40.5K in Q3 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Clarity Asset Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 47 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $3.58K.
Clarity Asset Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and held it in 5 quarters.
Clarity Asset Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $40.5K in Q3 2024.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.