Investor's Fiduciary Advisor Network’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-6,881	Closed	-$519K	–	232
2026 Q1	$519K	Buy	+6,881	New	+$538K	0.16%	154
2025 Q3	–	Sell	-11,182	Closed	-$832K	–	239
2025 Q2	$832K	Sell	11,182 -11,452	-51%	-$809K	0.31%	88
2025 Q1	$1.52M	Buy	22,634 +513	+2%	+$34.8K	0.72%	38
2024 Q4	$1.43M	Buy	+22,121	New	+$1.5M	0.55%	47

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Investor's Fiduciary Advisor Network's DMXF Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026, closing a stake of 6,881 shares — an estimated $519K sold.

Investor's Fiduciary Advisor Network first reported a position in DMXF in Q4 2024 and held it in 4 quarters. The position peaked at $1.52M in Q1 2025. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 6,881 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $519K.
Investor's Fiduciary Advisor Network first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and held it in 4 quarters.
Investor's Fiduciary Advisor Network's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.52M in Q1 2025.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.