Envestnet Portfolio Solutions
DMXF icon

Envestnet Portfolio Solutions’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Envestnet Portfolio Solutions’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 		$18.2M Buy
214,571
+2,322
+1% +$190K 0.09% 143
2026
Q1 		$16M Buy
+212,249
New +$16.6M 0.09% 134
2025
Q3 		– Sell
-300,907
Closed -$22.4M – 1472
2025
Q2 		$22.4M Sell
300,907
-36,518
-11% -$2.58M 0.08% 120
2025
Q1 		$22.7M Sell
337,425
-353,625
-51% -$24M 0.09% 112
2024
Q4 		$44.7M Buy
691,050
+68,097
+11% +$4.63M 0.15% 80
2024
Q3 		$44.9M Buy
622,953
+125,703
+25% +$8.7M 0.15% 76
2024
Q2 		$33.5M Buy
497,250
+849
+0.2% +$57.3K 0.12% 96
2024
Q1 		$33.8M Buy
496,401
+1,857
+0.4% +$122K 0.13% 93
2023
Q4 		$31.6M Buy
494,544
+3,921
+0.8% +$232K 0.13% 92
2023
Q3 		$28M Buy
+490,623
New +$29.3M 0.13% 90

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
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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Envestnet Portfolio Solutions's DMXF Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.1% in Q2 2026, buying an estimated $190K and bringing the position to 214,571 shares worth $18.2M. The position accounts for 0.09% of the portfolio, ranked #143.

Envestnet Portfolio Solutions first reported a position in DMXF in Q3 2023 and has held it in 10 quarters since. The position peaked at $44.9M in Q3 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Envestnet Portfolio Solutions held 214,571 shares of iShares ESG Advanced MSCI EAFE ETF worth $18.2M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,322 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $190K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.09% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #143 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2023 and has held it in 10 quarters since.
  • Envestnet Portfolio Solutions's iShares ESG Advanced MSCI EAFE ETF position peaked at $44.9M in Q3 2024.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.