JWA
DMXF icon

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

JFS 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 		$74.7K Sell
883
-16
-2% -$1.31K ﹤0.01% 475
2026
Q1 		$67.8K Buy
+899
New +$70.3K ﹤0.01% 460
2025
Q3 		– Sell
-1,181
Closed -$87.9K – 1916
2025
Q2 		$87.9K Sell
1,181
-81
-6% -$5.72K 0.01% 387
2025
Q1 		$85K Sell
1,262
-895
-41% -$60.7K 0.01% 388
2024
Q4 		$139K Buy
2,157
+580
+37% +$39.4K 0.01% 327
2024
Q3 		$114K Buy
1,577
+227
+17% +$15.7K 0.01% 349
2024
Q2 		$91K Buy
1,350
+83
+7% +$5.61K 0.01% 320
2024
Q1 		$86.3K Buy
1,267
+25
+2% +$1.64K 0.01% 342
2023
Q4 		$79.3K Buy
+1,242
New +$73.5K 0.01% 341

Other funds holding DMXF

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return