IFP Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

IFP Advisors’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	$5.84K	Buy	69 +49	+245%	+$4.01K	﹤0.01%	3693
2026 Q1	$1.51K	Hold	20	–	–	﹤0.01%	4065
2025 Q4	$1.5K	Buy	20 +1	+5%	+$76	﹤0.01%	3937
2025 Q3	$1.44K	Sell	19 -1	-5%	-$74	﹤0.01%	3814
2025 Q2	$1.49K	Sell	20 -998	-98%	-$70.5K	﹤0.01%	4033
2025 Q1	$68.6K	Buy	+1,018	New	+$69K	﹤0.01%	1739
2023 Q1	–	Sell	-6,759	Closed	-$350K	–	3631
2022 Q4	$350K	Buy	6,759 +1,413	+26%	+$73.1K	0.01%	1069
2022 Q3	$275K	Buy	5,346 +2,320	+77%	+$121K	0.01%	1240
2022 Q2	$158K	Hold	3,026	–	–	0.01%	1418
2022 Q1	$158K	Buy	+3,026	New	+$192K	0.01%	1418
2021 Q2	–	Sell	-107	Closed	-$7.26K	–	3101
2021 Q1	$7K	Buy	+107	New	+$6.93K	﹤0.01%	2270

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

IFP Advisors's DMXF Position: Q2 2026 in Review

IFP Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 245% in Q2 2026, buying an estimated $4.01K and bringing the position to 69 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3693.

IFP Advisors first reported a position in DMXF in Q1 2021 and has held it in 11 quarters since. The position peaked at $350K in Q4 2022. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

IFP Advisors held 69 shares of iShares ESG Advanced MSCI EAFE ETF worth $5.84K as of Q2 2026.
IFP Advisors bought 49 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $4.01K.
iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3693 holding.
IFP Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and has held it in 11 quarters since.
IFP Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $350K in Q4 2022.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.