FCG
DMXF icon

Financial Connections Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Financial Connections Group’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
Q1 		$5.68M Sell
75,280
-1,889
-2% -$148K 1.97% 17
2025
Q4 		$5.8M Buy
77,169
+771
+1% +$58.8K 1.99% 16
2025
Q3 		$5.79M Buy
76,398
+853
+1% +$63.5K 2.26% 17
2025
Q2 		$5.62M Sell
75,545
-721
-0.9% -$51K 2.32% 16
2025
Q1 		$5.13M Buy
76,266
+10,490
+16% +$711K 2.31% 16
2024
Q4 		$4.25M Buy
65,776
+1,681
+3% +$114K 2.04% 14
2024
Q3 		$4.62M Buy
64,095
+3,254
+5% +$225K 2.27% 14
2024
Q2 		$4.1M Buy
60,841
+29
+0% +$1.96K 2.13% 14
2024
Q1 		$4.14M Buy
60,812
+4,560
+8% +$299K 4.54% 6
2023
Q4 		$3.59M Buy
56,252
+4,561
+9% +$270K 2.33% 13
2023
Q3 		$2.95M Buy
51,691
+2,425
+5% +$145K 3.64% 9
2023
Q2 		$3M Sell
49,266
-3,416
-6% -$207K 1.97% 16
2023
Q1 		$3.14M Sell
52,682
-1,476
-3% -$85.6K 2.23% 14
2022
Q4 		$2.94M Sell
54,158
-95
-0.2% -$4.92K 2.32% 12
2022
Q3 		$2.53M Buy
54,253
+133
+0.2% +$6.92K 2.13% 14
2022
Q2 		$2.82M Buy
54,120
+21,765
+67% +$1.22M 2.49% 14
2022
Q1 		$1.97M Buy
32,355
+8,855
+38% +$561K 1.98% 15
2021
Q4 		$1.62M Buy
+23,500
New +$1.62M 1.59% 16

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Financial Connections Group's DMXF Position: Q1 2026 in Review

Financial Connections Group reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2.4% in Q1 2026, selling an estimated $148K and leaving 75,280 shares worth $5.68M. The position accounts for 1.97% of the portfolio, ranked #17.

Financial Connections Group first reported a position in DMXF in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.8M in Q4 2025. 245 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • Financial Connections Group held 75,280 shares of iShares ESG Advanced MSCI EAFE ETF worth $5.68M as of Q1 2026.
  • Financial Connections Group sold 1,889 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2026, an estimated $148K.
  • iShares ESG Advanced MSCI EAFE ETF made up 1.97% of Financial Connections Group's portfolio in Q1 2026, its #17 holding.
  • Financial Connections Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's iShares ESG Advanced MSCI EAFE ETF position peaked at $5.8M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.