Golden State Equity Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Golden State Equity 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 Q3	$130K	Buy	+1,536	New	+$131K	0.01%	808
2026 Q2	–	Sell	-1,765	Closed	-$133K	–	701
2026 Q1	$133K	Sell	1,765 -1,146	-39%	-$89.6K	0.01%	692
2025 Q4	$219K	Buy	+2,911	New	+$222K	0.04%	461
2024 Q4	–	Sell	-232	Closed	-$16.7K	–	560
2024 Q3	$16.7K	Buy	+232	New	+$16.1K	﹤0.01%	658

Other funds holding DMXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Golden State Equity Partners's DMXF Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2026: 1,536 shares worth $130K. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in DMXF as recently as Q1 2026.

Golden State Equity Partners first reported a position in DMXF in Q3 2024 and has held it in 4 quarters since. The position peaked at $219K in Q4 2025. 175 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Golden State Equity Partners held 1,536 shares of iShares ESG Advanced MSCI EAFE ETF worth $130K as of Q3 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Golden State Equity Partners position in Q3 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #808 holding.
Golden State Equity Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and has held it in 4 quarters since.
Golden State Equity Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $219K in Q4 2025.
175 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.