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

Decker Retirement 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 Q3	$10.2K	Sell	120 -39,318	-100%	-$3.35M	﹤0.01%	186
2026 Q2	$3.34M	Buy	39,438 +5,181	+15%	+$424K	1.14%	27
2026 Q1	$2.58M	Buy	34,257 +3,089	+10%	+$242K	1.17%	27
2025 Q4	$2.34M	Buy	31,168 +2,798	+10%	+$213K	1.16%	31
2025 Q3	$2.15M	Sell	28,370 -1,544	-5%	-$115K	1.18%	30
2025 Q2	$2.23M	Buy	29,914 +29,836	+38,251%	+$2.11M	1.29%	25
2025 Q1	$5.25K	Hold	78	–	–	﹤0.01%	146
2024 Q4	$5.04K	Buy	+78	New	+$5.3K	﹤0.01%	325

Other funds holding DMXF

CCWP

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

SRB

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Decker Retirement Planning's DMXF Position: Q3 2026 in Review

Decker Retirement Planning reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 100% in Q3 2026, selling an estimated $3.35M and leaving 120 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Decker Retirement Planning first reported a position in DMXF in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.34M in Q2 2026. 47 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Decker Retirement Planning held 120 shares of iShares ESG Advanced MSCI EAFE ETF worth $10.2K as of Q3 2026.
Decker Retirement Planning sold 39,318 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $3.35M.
iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #186 holding.
Decker Retirement Planning first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
Decker Retirement Planning's iShares ESG Advanced MSCI EAFE ETF position peaked at $3.34M in Q2 2026.
47 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.