Golden State Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Golden State Wealth 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	$575K	Buy	6,801 +784	+13%	+$64.1K	0.05%	263
2026 Q1	$454K	Buy	6,017 +15	+0.2%	+$1.17K	0.05%	265
2025 Q4	$451K	Buy	6,002 +42	+0.7%	+$3.2K	0.05%	270
2025 Q3	$451K	Sell	5,960 -802	-12%	-$59.7K	0.05%	256
2025 Q2	$503K	Sell	6,762 -339	-5%	-$24K	0.06%	234
2025 Q1	$478K	Buy	7,101 +229	+3%	+$15.5K	0.07%	210
2024 Q4	$444K	Buy	+6,872	New	+$467K	0.07%	211

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Golden State Wealth Management's DMXF Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 13% in Q2 2026, buying an estimated $64.1K and bringing the position to 6,801 shares worth $575K. The position accounts for 0.05% of the portfolio, ranked #263.

Golden State Wealth Management first reported a position in DMXF in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Golden State Wealth Management held 6,801 shares of iShares ESG Advanced MSCI EAFE ETF worth $575K as of Q2 2026.
Golden State Wealth Management bought 784 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $64.1K.
iShares ESG Advanced MSCI EAFE ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #263 holding.
Golden State Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.