Diversify Advisory Services
DMXF icon

Diversify Advisory Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Diversify Advisory Services’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 		$519K Buy
6,188
+2,877
+87% +$245K 0.01% 896
2026
Q2 		$275K Buy
+3,311
New +$271K ﹤0.01% 1085
2025
Q2 		– Sell
-5,487
Closed -$382K – 834
2025
Q1 		$382K Sell
5,487
-2,681
-33% -$182K 0.02% 417
2024
Q4 		$524K Sell
8,168
-2,095
-20% -$142K 0.03% 358
2024
Q3 		$710K Sell
10,263
-870
-8% -$60.2K 0.04% 309
2024
Q2 		$759K Buy
11,133
+302
+3% +$20.4K 0.04% 297
2024
Q1 		$738K Buy
+10,831
New +$711K 0.04% 317

Other funds holding DMXF

Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Diversify Advisory Services's DMXF Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 87% in Q3 2026, buying an estimated $245K and bringing the position to 6,188 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #896.

Diversify Advisory Services first reported a position in DMXF in Q1 2024 and has held it in 7 quarters since. The position peaked at $759K in Q2 2024. 63 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • Diversify Advisory Services held 6,188 shares of iShares ESG Advanced MSCI EAFE ETF worth $519K as of Q3 2026.
  • Diversify Advisory Services bought 2,877 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $245K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #896 holding.
  • Diversify Advisory Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and has held it in 7 quarters since.
  • Diversify Advisory Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $759K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.