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

Invera Wealth 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 		$5.69M Buy
67,313
+826
+1% +$67.5K 3.05% 7
2026
Q1 		$5.02M Buy
66,487
+1,166
+2% +$91.2K 3.22% 6
2025
Q4 		$4.91M Sell
65,321
-1,360
-2% -$104K 3.1% 9
2025
Q3 		$5.05M Sell
66,681
-904
-1% -$67.3K 3.11% 9
2025
Q2 		$5.03M Sell
67,585
-1,444
-2% -$102K 3.28% 6
2025
Q1 		$4.65M Sell
69,029
-1,068
-2% -$72.4K 3% 6
2024
Q4 		$4.71M Sell
70,097
-904
-1% -$61.5K 4.66% 7
2024
Q3 		$4.92M Buy
71,001
+613
+0.9% +$42.4K 4.89% 6
2024
Q2 		$4.89M Buy
70,388
+1,137
+2% +$76.8K 5.01% 6
2024
Q1 		$4.48M Buy
69,251
+403
+0.6% +$26.4K 3.8% 6
2023
Q4 		$4.4M Buy
+68,848
New +$4.07M 2.75% 7

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

Invera Wealth Advisors's DMXF Position: Q2 2026 in Review

Invera Wealth Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.2% in Q2 2026, buying an estimated $67.5K and bringing the position to 67,313 shares worth $5.69M. The position accounts for 3.05% of the portfolio, ranked #7.

Invera Wealth Advisors first reported a position in DMXF in Q4 2023 and has held it in 11 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Invera Wealth Advisors held 67,313 shares of iShares ESG Advanced MSCI EAFE ETF worth $5.69M as of Q2 2026.
  • Invera Wealth Advisors bought 826 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $67.5K.
  • iShares ESG Advanced MSCI EAFE ETF made up 3.05% of Invera Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Invera Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.