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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

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

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

JFS Wealth Advisors reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.8% in Q2 2026, selling an estimated $1.31K and leaving 883 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

JFS Wealth Advisors first reported a position in DMXF in Q4 2023 and has held it in 9 quarters since. The position peaked at $139K in Q4 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • JFS Wealth Advisors held 883 shares of iShares ESG Advanced MSCI EAFE ETF worth $74.7K as of Q2 2026.
  • JFS Wealth Advisors sold 16 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $1.31K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #475 holding.
  • JFS Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
  • JFS Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $139K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.