DAS
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
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

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

Diversify Advisory Services's DMXF Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 3,311 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DMXF as recently as Q1 2025.

Diversify Advisory Services first reported a position in DMXF in Q1 2024 and has held it in 6 quarters since. The position peaked at $759K in Q2 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Diversify Advisory Services held 3,311 shares of iShares ESG Advanced MSCI EAFE ETF worth $275K as of Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1085 holding.
  • Diversify Advisory Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and has held it in 6 quarters since.
  • Diversify Advisory Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $759K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.