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IMA Advisory Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

IMA Advisory Services’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
Q1 		$55.5M Buy
736,635
+3,655
+0.5% +$286K 5.42% 3
2025
Q4 		$55M Buy
732,980
+1,582
+0.2% +$121K 5.29% 3
2025
Q3 		$55.3M Buy
731,398
+7
+0% +$521 5.58% 3
2025
Q2 		$54.4M Sell
731,391
-21,464
-3% -$1.52M 5.83% 4
2025
Q1 		$50.7M Sell
752,855
-27,044
-3% -$1.83M 6.01% 4
2024
Q4 		$50.4M Buy
+779,899
New +$53M 6.06% 3

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IMA Advisory Services's DMXF Position: Q1 2026 in Review

IMA Advisory Services increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.5% in Q1 2026, buying an estimated $286K and bringing the position to 736,635 shares worth $55.5M. The position accounts for 5.42% of the portfolio, ranked #3.

IMA Advisory Services first reported a position in DMXF in Q4 2024 and has held it in 6 quarters since. 242 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • IMA Advisory Services held 736,635 shares of iShares ESG Advanced MSCI EAFE ETF worth $55.5M as of Q1 2026.
  • IMA Advisory Services bought 3,655 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2026, an estimated $286K.
  • iShares ESG Advanced MSCI EAFE ETF made up 5.42% of IMA Advisory Services's portfolio in Q1 2026, its #3 holding.
  • IMA Advisory Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 242 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.