Colton Groome Financial Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Colton Groome Financial Advisors’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	$210K	Buy	+2,485	New	+$203K	0.05%	161

Other funds holding DMXF

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Shotwell Rutter Baer Lansing, Michigan $182M AUM 17.21% 1-Year Est. Return

Colton Groome Financial Advisors's DMXF Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 2,485 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #161 among its holdings.

67 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Colton Groome Financial Advisors held 2,485 shares of iShares ESG Advanced MSCI EAFE ETF worth $210K as of Q2 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Colton Groome Financial Advisors position in Q2 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.05% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #161 holding.
67 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.