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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
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

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

Endeavor Private Wealth's DMXF Position: Q2 2026 in Review

Endeavor Private Wealth opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 2,729 shares worth $231K. The stake represents 0.06% of the portfolio and ranks #202 among its holdings. This is a return to the name: Endeavor Private Wealth previously reported a position in DMXF as recently as Q4 2024.

Endeavor Private Wealth first reported a position in DMXF in Q4 2024 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Endeavor Private Wealth held 2,729 shares of iShares ESG Advanced MSCI EAFE ETF worth $231K as of Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF was a new Endeavor Private Wealth position in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.06% of Endeavor Private Wealth's portfolio in Q2 2026, its #202 holding.
  • Endeavor Private Wealth first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.