CFD
DMXF icon

Creative Financial Designs’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Creative Financial Designs’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 		$4.23K Buy
50
+28
+127% +$2.29K ﹤0.01% 1743
2026
Q1 		$1.66K Sell
22
-29
-57% -$2.27K ﹤0.01% 1810
2025
Q4 		$3.83K Sell
51
-169
-77% -$12.9K ﹤0.01% 1571
2025
Q3 		$16.7K Sell
220
-1,616
-88% -$120K ﹤0.01% 1199
2025
Q2 		$137K Sell
1,836
-273
-13% -$19.3K 0.01% 591
2025
Q1 		$142K Sell
2,109
-48
-2% -$3.25K 0.01% 530
2024
Q4 		$139K Buy
2,157
+492
+30% +$33.4K 0.01% 528
2024
Q3 		$120K Buy
1,665
+37
+2% +$2.56K 0.01% 556
2024
Q2 		$110K Buy
1,628
+69
+4% +$4.66K 0.01% 567
2024
Q1 		$106K Hold
1,559
– – 0.01% 553
2023
Q4 		$99.6K Sell
1,559
-52
-3% -$3.08K 0.01% 538
2023
Q3 		$92K Sell
1,611
-263
-14% -$15.7K 0.01% 504
2023
Q2 		$114K Sell
1,874
-462
-20% -$28K 0.01% 454
2023
Q1 		$139K Buy
2,336
+18
+0.8% +$1.04K 0.02% 403
2022
Q4 		$126K Sell
2,318
-292
-11% -$15.1K 0.02% 408
2022
Q3 		$122K Sell
2,610
-36
-1% -$1.87K 0.02% 387
2022
Q2 		$138K Sell
2,646
-292
-10% -$16.4K 0.02% 368
2022
Q1 		$179K Buy
2,938
+291
+11% +$18.4K 0.03% 328
2021
Q4 		$182K Sell
2,647
-358
-12% -$24.7K 0.03% 325
2021
Q3 		$204K Buy
3,005
+278
+10% +$19.3K 0.03% 292
2021
Q2 		$185K Buy
2,727
+420
+18% +$28.5K 0.03% 313
2021
Q1 		$150K Buy
2,307
+908
+65% +$58.8K 0.03% 327
2020
Q4 		$88K Buy
+1,399
New +$82.4K 0.02% 402

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 22.9% 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 19.28% 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

Creative Financial Designs's DMXF Position: Q2 2026 in Review

Creative Financial Designs increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 127% in Q2 2026, buying an estimated $2.29K and bringing the position to 50 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Creative Financial Designs first reported a position in DMXF in Q4 2020 and has held it in 23 quarters since. The position peaked at $204K in Q3 2021. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Creative Financial Designs held 50 shares of iShares ESG Advanced MSCI EAFE ETF worth $4.23K as of Q2 2026.
  • Creative Financial Designs bought 28 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $2.29K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1743 holding.
  • Creative Financial Designs first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Creative Financial Designs's iShares ESG Advanced MSCI EAFE ETF position peaked at $204K in Q3 2021.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.