IWC
DMXF icon

Integrated Wealth Concepts’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Integrated Wealth Concepts’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 		$2.21M Buy
26,093
+721
+3% +$58.9K 0.01% 792
2026
Q1 		$1.91M Buy
25,372
+19,909
+364% +$1.56M 0.02% 768
2025
Q4 		$411K Sell
5,463
-18,010
-77% -$1.37M ﹤0.01% 1175
2025
Q3 		$1.78M Sell
23,473
-4,225
-15% -$315K 0.02% 720
2025
Q2 		$2.06M Buy
27,698
+269
+1% +$19K 0.02% 607
2025
Q1 		$1.85M Sell
27,429
-2,309
-8% -$157K 0.02% 597
2024
Q4 		$1.92M Sell
29,738
-17,863
-38% -$1.21M 0.02% 571
2024
Q3 		$3.43M Buy
47,601
+20,087
+73% +$1.39M 0.04% 380
2024
Q2 		$1.86M Buy
27,514
+387
+1% +$26.1K 0.03% 528
2024
Q1 		$1.85M Buy
27,127
+477
+2% +$31.3K 0.03% 548
2023
Q4 		$1.7M Sell
26,650
-2,209
-8% -$131K 0.03% 536
2023
Q3 		$1.65M Sell
28,859
-581
-2% -$34.7K 0.03% 514
2023
Q2 		$1.79M Buy
29,440
+1,169
+4% +$70.8K 0.03% 505
2023
Q1 		$1.69M Buy
28,271
+2,018
+8% +$117K 0.03% 465
2022
Q4 		$1.43M Buy
26,253
+3,335
+15% +$173K 0.04% 397
2022
Q3 		$1.07M Buy
22,918
+3,783
+20% +$197K 0.03% 411
2022
Q2 		$998K Buy
19,135
+1,971
+11% +$111K 0.03% 429
2022
Q1 		$1.05M Buy
17,164
+7,511
+78% +$476K 0.03% 382
2021
Q4 		$664K Buy
9,653
+4,611
+91% +$318K 0.02% 542
2021
Q3 		$342K Buy
5,042
+1,377
+38% +$95.7K 0.01% 688
2021
Q2 		$248K Buy
+3,665
New +$249K 0.01% 713

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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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

Integrated Wealth Concepts's DMXF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2.8% in Q2 2026, buying an estimated $58.9K and bringing the position to 26,093 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #792.

Integrated Wealth Concepts first reported a position in DMXF in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.43M in Q3 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Integrated Wealth Concepts held 26,093 shares of iShares ESG Advanced MSCI EAFE ETF worth $2.21M as of Q2 2026.
  • Integrated Wealth Concepts bought 721 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $58.9K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #792 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's iShares ESG Advanced MSCI EAFE ETF position peaked at $3.43M in Q3 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.