Cornerstone Planning Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Cornerstone Planning Group’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	$240K	Buy	2,873 +271	+10%	+$22.2K	0.03%	156
2026 Q1	$210K	Buy	+2,602	New	+$203K	0.03%	165
2025 Q2	–	Sell	-240	Closed	-$16.3K	–	1573
2025 Q1	$16.3K	Buy	+240	New	+$16.3K	﹤0.01%	453
2023 Q4	–	Sell	-39	Closed	-$2.23K	–	979
2023 Q3	$2.23K	Sell	39 -40	-51%	-$2.39K	﹤0.01%	635
2023 Q2	$4.81K	Buy	+79	New	+$4.79K	﹤0.01%	906
2022 Q4	$76.4K	Buy	+1,312	New	+$67.9K	0.03%	200

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

Cornerstone Planning Group's DMXF Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 10% in Q2 2026, buying an estimated $22.2K and bringing the position to 2,873 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #156.

Cornerstone Planning Group first reported a position in DMXF in Q4 2022 and has held it in 6 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Cornerstone Planning Group held 2,873 shares of iShares ESG Advanced MSCI EAFE ETF worth $240K as of Q2 2026.
Cornerstone Planning Group bought 271 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $22.2K.
iShares ESG Advanced MSCI EAFE ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #156 holding.
Cornerstone Planning Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and has held it in 6 quarters since.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.