IAS
DMXF icon

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
Q2 		$69.5M Buy
822,257
+85,622
+12% +$7M 4.35% 2
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

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
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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

IMA Advisory Services's DMXF Position: Q2 2026 in Review

IMA Advisory Services increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 12% in Q2 2026, buying an estimated $7M and bringing the position to 822,257 shares worth $69.5M. The position accounts for 4.35% of the portfolio, ranked #2.

IMA Advisory Services 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.

  • IMA Advisory Services held 822,257 shares of iShares ESG Advanced MSCI EAFE ETF worth $69.5M as of Q2 2026.
  • IMA Advisory Services bought 85,622 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $7M.
  • iShares ESG Advanced MSCI EAFE ETF made up 4.35% of IMA Advisory Services's portfolio in Q2 2026, its #2 holding.
  • IMA Advisory Services 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 IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.