EFN
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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
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

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

Equita Financial Network's DMXF Position: Q2 2026 in Review

Equita Financial Network increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 7.6% in Q2 2026, buying an estimated $246K and bringing the position to 42,427 shares worth $3.59M. The position accounts for 1% of the portfolio, ranked #22.

Equita Financial Network first reported a position in DMXF in Q3 2023 and has held it in 12 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Equita Financial Network held 42,427 shares of iShares ESG Advanced MSCI EAFE ETF worth $3.59M as of Q2 2026.
  • Equita Financial Network bought 3,007 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $246K.
  • iShares ESG Advanced MSCI EAFE ETF made up 1% of Equita Financial Network's portfolio in Q2 2026, its #22 holding.
  • Equita Financial Network first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.