Equita Financial Network
DMXF icon

Equita Financial Network’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Equita Financial Network’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 		$3.78M Buy
44,706
+2,279
+5% +$194K 1.07% 18
2026
Q2 		$3.59M Buy
42,427
+3,007
+8% +$246K 1% 22
2026
Q1 		$2.97M Buy
39,420
+998
+3% +$78K 0.94% 20
2025
Q4 		$2.89M Buy
38,422
+1,076
+3% +$82.1K 0.87% 23
2025
Q3 		$2.83M Sell
37,346
-185
-0.5% -$13.8K 0.96% 22
2025
Q2 		$2.79M Sell
37,531
-3,812
-9% -$269K 1.11% 20
2025
Q1 		$2.78M Buy
41,343
+4,176
+11% +$283K 0.97% 24
2024
Q4 		$2.4M Buy
37,167
+1,760
+5% +$120K 0.87% 27
2024
Q3 		$2.55M Buy
35,407
+4,115
+13% +$285K 0.93% 25
2024
Q2 		$2.11M Buy
31,292
+5,899
+23% +$398K 0.88% 28
2024
Q1 		$1.73M Buy
25,393
+7,325
+41% +$481K 0.78% 27
2023
Q4 		$1.15M Buy
18,068
+903
+5% +$53.4K 0.62% 35
2023
Q3 		$980K Buy
+17,165
New +$1.03M 0.6% 32

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
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
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Equita Financial Network's DMXF Position: Q3 2026 in Review

Equita Financial Network increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 5.4% in Q3 2026, buying an estimated $194K and bringing the position to 44,706 shares worth $3.78M. The position accounts for 1.07% of the portfolio, ranked #18.

Equita Financial Network first reported a position in DMXF in Q3 2023 and has held it in 13 quarters since. 67 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • Equita Financial Network held 44,706 shares of iShares ESG Advanced MSCI EAFE ETF worth $3.78M as of Q3 2026.
  • Equita Financial Network bought 2,279 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $194K.
  • iShares ESG Advanced MSCI EAFE ETF made up 1.07% of Equita Financial Network's portfolio in Q3 2026, its #18 holding.
  • Equita Financial Network first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2023 and has held it in 13 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.