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Gen-Wealth Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Gen-Wealth Partners’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 		$171K Buy
2,026
+383
+23% +$31.3K 0.05% 256
2026
Q1 		$124K Buy
+1,643
New +$128K 0.04% 307
2025
Q3 		– Sell
-2,406
Closed -$179K – 696
2025
Q2 		$179K Sell
2,406
-26
-1% -$1.84K 0.07% 232
2025
Q1 		$164K Sell
2,432
-1,304
-35% -$88.4K 0.07% 230
2024
Q4 		$241K Sell
3,736
-149
-4% -$10.1K 0.1% 191
2024
Q3 		$266K Buy
3,885
+1,003
+35% +$69.4K 0.12% 181
2024
Q2 		$194K Buy
2,882
+170
+6% +$11.5K 0.09% 213
2024
Q1 		$185K Buy
+2,712
New +$178K 0.09% 211

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

Gen-Wealth Partners's DMXF Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 23% in Q2 2026, buying an estimated $31.3K and bringing the position to 2,026 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #256.

Gen-Wealth Partners first reported a position in DMXF in Q1 2024 and has held it in 8 quarters since. The position peaked at $266K in Q3 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Gen-Wealth Partners held 2,026 shares of iShares ESG Advanced MSCI EAFE ETF worth $171K as of Q2 2026.
  • Gen-Wealth Partners bought 383 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $31.3K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.05% of Gen-Wealth Partners's portfolio in Q2 2026, its #256 holding.
  • Gen-Wealth Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
  • Gen-Wealth Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $266K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.