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Evolution Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Evolution Wealth Management’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 		$49.8K Buy
589
+170
+41% +$13.9K 0.03% 317
2026
Q1 		$31.6K Hold
419
– – 0.02% 350
2025
Q4 		$31.5K Buy
419
+165
+65% +$12.6K 0.03% 301
2025
Q3 		$19.2K Hold
254
– – 0.02% 304
2025
Q2 		$18.9K Buy
+254
New +$18K 0.02% 290

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

Evolution Wealth Management's DMXF Position: Q2 2026 in Review

Evolution Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 41% in Q2 2026, buying an estimated $13.9K and bringing the position to 589 shares worth $49.8K. The position accounts for 0.03% of the portfolio, ranked #317.

Evolution Wealth Management first reported a position in DMXF in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Evolution Wealth Management held 589 shares of iShares ESG Advanced MSCI EAFE ETF worth $49.8K as of Q2 2026.
  • Evolution Wealth Management bought 170 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $13.9K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Evolution Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.