Endeavor Private Wealth
DMXF icon

Endeavor Private Wealth’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Endeavor Private Wealth’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 		$227K Sell
2,687
-42
-2% -$3.58K 0.05% 201
2026
Q2 		$231K Buy
+2,729
New +$223K 0.06% 202
2025
Q1 		– Sell
-2,238
Closed -$145K – 150
2024
Q4 		$145K Buy
+2,238
New +$152K 0.14% 70

Other funds holding DMXF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return

Endeavor Private Wealth's DMXF Position: Q3 2026 in Review

Endeavor Private Wealth reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.5% in Q3 2026, selling an estimated $3.58K and leaving 2,687 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #201.

Endeavor Private Wealth first reported a position in DMXF in Q4 2024 and has held it in 3 quarters since. The position peaked at $231K in Q2 2026. 247 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • Endeavor Private Wealth held 2,687 shares of iShares ESG Advanced MSCI EAFE ETF worth $227K as of Q3 2026.
  • Endeavor Private Wealth sold 42 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $3.58K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.05% of Endeavor Private Wealth's portfolio in Q3 2026, its #201 holding.
  • Endeavor Private Wealth first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 3 quarters since.
  • Endeavor Private Wealth's iShares ESG Advanced MSCI EAFE ETF position peaked at $231K in Q2 2026.
  • 247 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Endeavor Private Wealth's 13F filing for Q3 2026, filed 5 Nov 2026.