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Continuum Advisory’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Continuum Advisory’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 		$41.7K Buy
+493
New +$40.3K ﹤0.01% 839
2025
Q2 		– Sell
-635
Closed -$42.8K – 696
2025
Q1 		$42.8K Sell
635
-513
-45% -$34.8K 0.01% 721
2024
Q4 		$74.2K Buy
1,148
+35
+3% +$2.38K 0.01% 580
2024
Q3 		$74K Buy
1,113
+101
+10% +$6.99K 0.01% 578
2024
Q2 		$68.2K Buy
1,012
+199
+24% +$13.4K 0.01% 560
2024
Q1 		$55.2K Buy
+813
New +$53.3K 0.01% 586

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
CCWP
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
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

Continuum Advisory's DMXF Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 493 shares worth $41.7K. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in DMXF as recently as Q1 2025.

Continuum Advisory first reported a position in DMXF in Q1 2024 and has held it in 6 quarters since. The position peaked at $74.2K in Q4 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Continuum Advisory held 493 shares of iShares ESG Advanced MSCI EAFE ETF worth $41.7K as of Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF was a new Continuum Advisory position in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #839 holding.
  • Continuum Advisory first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's iShares ESG Advanced MSCI EAFE ETF position peaked at $74.2K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.