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

GeoWealth 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 		$1.87M Buy
22,064
+3,822
+21% +$312K 0.06% 188
2026
Q1 		$1.38M Buy
+18,242
New +$1.43M 0.05% 221
2025
Q4 		– Sell
-2,575
Closed -$195K – 784
2025
Q3 		$195K Sell
2,575
-14,142
-85% -$1.05M 0.01% 698
2025
Q2 		$1.24M Buy
16,717
+5,495
+49% +$388K 0.05% 217
2025
Q1 		$756K Buy
11,222
+2,473
+28% +$168K 0.03% 332
2024
Q4 		$565K Buy
8,749
+8,302
+1,857% +$564K 0.02% 445
2024
Q3 		$32.2K Buy
+447
New +$30.9K ﹤0.01% 1192

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

GeoWealth Management's DMXF Position: Q2 2026 in Review

GeoWealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 21% in Q2 2026, buying an estimated $312K and bringing the position to 22,064 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #188.

GeoWealth Management first reported a position in DMXF in Q3 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • GeoWealth Management held 22,064 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.87M as of Q2 2026.
  • GeoWealth Management bought 3,822 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $312K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #188 holding.
  • GeoWealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.