Freedom Investment Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Freedom Investment 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 Q1	$234K	Buy	+3,105	New	+$243K	0.07%	98
2025 Q4	–	Sell	-6,193	Closed	-$469K	–	124
2025 Q3	$469K	Sell	6,193 -4,592	-43%	-$342K	0.12%	79
2025 Q2	$803K	Sell	10,785 -851	-7%	-$60.2K	0.06%	305
2025 Q1	$784K	Buy	11,636 +1,397	+14%	+$94.7K	0.07%	305
2024 Q4	$662K	Buy	10,239 +2,730	+36%	+$186K	0.06%	335
2024 Q3	$541K	Buy	7,509 +700	+10%	+$48.5K	0.04%	417
2024 Q2	$459K	Buy	6,809 +1,191	+21%	+$80.4K	0.04%	450
2024 Q1	$383K	Sell	5,618 -110	-2%	-$7.22K	0.03%	513
2023 Q4	$366K	Buy	+5,728	New	+$339K	0.03%	526

Other funds holding DMXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Freedom Investment Management's DMXF Position: Q1 2026 in Review

Freedom Investment Management opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2026: 3,105 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #98 among its holdings. This is a return to the name: Freedom Investment Management previously reported a position in DMXF as recently as Q3 2025.

Freedom Investment Management first reported a position in DMXF in Q4 2023 and has held it in 9 quarters since. The position peaked at $803K in Q2 2025. 243 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

Freedom Investment Management held 3,105 shares of iShares ESG Advanced MSCI EAFE ETF worth $234K as of Q1 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Freedom Investment Management position in Q1 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.07% of Freedom Investment Management's portfolio in Q1 2026, its #98 holding.
Freedom Investment Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
Freedom Investment Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $803K in Q2 2025.
243 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.