Creative Planning
DMXF icon

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

Creative Planning’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 		$1.6M Buy
18,934
+2,306
+14% +$189K ﹤0.01% 2266
2026
Q1 		$1.25M Sell
16,628
-382
-2% -$29.9K ﹤0.01% 2273
2025
Q4 		$1.28M Buy
17,010
+1,162
+7% +$88.6K ﹤0.01% 2088
2025
Q3 		$1.2M Buy
15,848
+251
+2% +$18.7K ﹤0.01% 1948
2025
Q2 		$1.16M Buy
15,597
+174
+1% +$12.3K ﹤0.01% 1729
2025
Q1 		$1.04M Buy
15,423
+6,038
+64% +$409K ﹤0.01% 1686
2024
Q4 		$606K Sell
9,385
-4,550
-33% -$309K ﹤0.01% 2052
2024
Q3 		$1M Buy
13,935
+214
+2% +$14.8K ﹤0.01% 1507
2024
Q2 		$925K Buy
13,721
+28
+0.2% +$1.89K ﹤0.01% 1460
2024
Q1 		$933K Buy
13,693
+5,398
+65% +$354K ﹤0.01% 1377
2023
Q4 		$530K Buy
+8,295
New +$491K ﹤0.01% 1679
2023
Q2 		– Sell
-3,846
Closed -$229K – 2696
2023
Q1 		$229K Hold
3,846
– – ﹤0.01% 2016
2022
Q4 		$209K Buy
+3,846
New +$199K ﹤0.01% 1995
2022
Q1 		– Sell
-5,621
Closed -$387K – 2371
2021
Q4 		$387K Hold
5,621
– – ﹤0.01% 1459
2021
Q3 		$381K Hold
5,621
– – ﹤0.01% 1448
2021
Q2 		$381K Hold
5,621
– – ﹤0.01% 1429
2021
Q1 		$365K Buy
+5,621
New +$364K ﹤0.01% 1656

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

Creative Planning's DMXF Position: Q2 2026 in Review

Creative Planning increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 14% in Q2 2026, buying an estimated $189K and bringing the position to 18,934 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Creative Planning first reported a position in DMXF in Q1 2021 and has held it in 17 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Creative Planning held 18,934 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.6M as of Q2 2026.
  • Creative Planning bought 2,306 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $189K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2266 holding.
  • Creative Planning first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and has held it in 17 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.