Connecticut Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Connecticut Wealth 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 Q3	$669K	Hold	7,909	–	–	0.02%	204
2026 Q2	$669K	Buy	7,909 +3,148	+66%	+$257K	0.02%	205
2026 Q1	$359K	Buy	4,761 +327	+7%	+$25.6K	0.02%	260
2025 Q4	$333K	Buy	4,434 +389	+10%	+$29.7K	0.01%	257
2025 Q3	$306K	Hold	4,045	–	–	0.01%	272
2025 Q2	$301K	Buy	4,045 +708	+21%	+$50K	0.01%	258
2025 Q1	$225K	Buy	+3,337	New	+$226K	0.01%	286

Other funds holding DMXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Connecticut Wealth Management's DMXF Position: Q3 2026 in Review

Connecticut Wealth Management held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q3 2026 at 7,909 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #204.

Connecticut Wealth Management first reported a position in DMXF in Q1 2025 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Connecticut Wealth Management held 7,909 shares of iShares ESG Advanced MSCI EAFE ETF worth $669K as of Q3 2026.
Connecticut Wealth Management left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q3 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.02% of Connecticut Wealth Management's portfolio in Q3 2026, its #204 holding.
Connecticut Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
208 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.