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EverSource Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

EverSource Wealth Advisors’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 		$357K Buy
4,216
+719
+21% +$58.8K 0.01% 721
2026
Q1 		$264K Buy
+3,497
New +$273K 0.01% 911
2025
Q3 		– Sell
-4,000
Closed -$298K – 4358
2025
Q2 		$298K Sell
4,000
-127
-3% -$8.98K 0.01% 672
2025
Q1 		$278K Sell
4,127
-4,181
-50% -$283K 0.02% 548
2024
Q4 		$537K Buy
8,308
+1,410
+20% +$95.9K 0.03% 355
2024
Q3 		$497K Buy
6,898
+1,110
+19% +$76.8K 0.03% 325
2024
Q2 		$400K Buy
5,788
+4,991
+626% +$337K 0.03% 360
2024
Q1 		$52.2K Buy
797
+28
+4% +$1.84K ﹤0.01% 971
2023
Q4 		$49.1K Buy
769
+23
+3% +$1.36K ﹤0.01% 906
2023
Q3 		$42.6K Buy
746
+24
+3% +$1.43K ﹤0.01% 875
2023
Q2 		$44K Hold
722
– – ﹤0.01% 885
2023
Q1 		$43K Sell
722
-61
-8% -$3.54K 0.01% 839
2022
Q4 		$42.5K Sell
783
-2,048
-72% -$106K 0.01% 819
2022
Q3 		$132K Buy
2,831
+46
+2% +$2.39K 0.03% 363
2022
Q2 		$146K Sell
2,785
-96
-3% -$5.4K 0.04% 304
2022
Q1 		$175K Buy
2,881
+120
+4% +$7.61K 0.04% 264
2021
Q4 		$190K Buy
+2,761
New +$190K 0.05% 226

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 22.9% 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 19.28% 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

EverSource Wealth Advisors's DMXF Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 21% in Q2 2026, buying an estimated $58.8K and bringing the position to 4,216 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #721.

EverSource Wealth Advisors first reported a position in DMXF in Q4 2021 and has held it in 17 quarters since. The position peaked at $537K in Q4 2024. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • EverSource Wealth Advisors held 4,216 shares of iShares ESG Advanced MSCI EAFE ETF worth $357K as of Q2 2026.
  • EverSource Wealth Advisors bought 719 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $58.8K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #721 holding.
  • EverSource Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $537K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.