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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
Q3 		$210K Hold
2,485
– – 0.05% 154
2026
Q2 		$210K Buy
+2,485
New +$203K 0.05% 161

Other funds holding DMXF

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Colton Groome Financial Advisors's DMXF Position: Q3 2026 in Review

Colton Groome Financial Advisors held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q3 2026 at 2,485 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #154.

Colton Groome Financial Advisors first reported a position in DMXF in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • Colton Groome Financial Advisors held 2,485 shares of iShares ESG Advanced MSCI EAFE ETF worth $210K as of Q3 2026.
  • Colton Groome Financial Advisors left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.05% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #154 holding.
  • Colton Groome Financial Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.