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 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

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

Decker Retirement Planning's DMXF Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 15% in Q2 2026, buying an estimated $424K and bringing the position to 39,438 shares worth $3.34M. The position accounts for 1.14% of the portfolio, ranked #27.

Decker Retirement Planning first reported a position in DMXF in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Decker Retirement Planning held 39,438 shares of iShares ESG Advanced MSCI EAFE ETF worth $3.34M as of Q2 2026.
Decker Retirement Planning bought 5,181 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $424K.
iShares ESG Advanced MSCI EAFE ETF made up 1.14% of Decker Retirement Planning's portfolio in Q2 2026, its #27 holding.
Decker Retirement Planning first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.