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International Assets Investment Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

International Assets Investment 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
Q1 		$1.23K Hold
16
– – ﹤0.01% 2039
2025
Q4 		$1.2K Buy
+16
New +$1.22K ﹤0.01% 2019
2024
Q3 		– Sell
-66
Closed -$4.45K – 1910
2024
Q2 		$4.45K Buy
+66
New +$4.46K ﹤0.01% 1876

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
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 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 $191M 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

International Assets Investment Management's DMXF Position: Q1 2026 in Review

International Assets Investment Management held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q1 2026 at 16 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

International Assets Investment Management first reported a position in DMXF in Q2 2024 and has held it in 3 quarters since. The position peaked at $4.45K in Q2 2024. 242 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • International Assets Investment Management held 16 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.23K as of Q1 2026.
  • International Assets Investment Management left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q1 2026, its #2039 holding.
  • International Assets Investment Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2024 and has held it in 3 quarters since.
  • International Assets Investment Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $4.45K in Q2 2024.
  • 242 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on International Assets Investment Management's 13F filing for Q1 2026, filed 1 May 2026.