JFG
DMXF icon

JMG Financial Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

JMG Financial Group’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 		$765K Sell
9,044
-185
-2% -$15.1K 0.02% 88
2026
Q1 		$696K Buy
9,229
+39
+0.4% +$3.05K 0.02% 82
2025
Q4 		$691K Sell
9,190
-46
-0.5% -$3.51K 0.02% 82
2025
Q3 		$700K Sell
9,236
-112
-1% -$8.34K 0.02% 80
2025
Q2 		$696K Hold
9,348
– – 0.02% 80
2025
Q1 		$629K Sell
9,348
-2,693
-22% -$183K 0.02% 78
2024
Q4 		$778K Sell
12,041
-2,105
-15% -$143K 0.03% 76
2024
Q3 		$1.02M Hold
14,146
– – 0.03% 68
2024
Q2 		$954K Buy
14,146
+44
+0.3% +$2.97K 0.04% 68
2024
Q1 		$961K Buy
14,102
+2,176
+18% +$143K 0.04% 67
2023
Q4 		$762K Sell
11,926
-2,748
-19% -$163K 0.03% 74
2023
Q3 		$838K Buy
14,674
+2,280
+18% +$136K 0.04% 67
2023
Q2 		$755K Buy
12,394
+2,064
+20% +$125K 0.04% 71
2023
Q1 		$616K Sell
10,330
-2,816
-21% -$163K 0.03% 74
2022
Q4 		$713K Buy
13,146
+714
+6% +$37K 0.04% 62
2022
Q3 		$579K Sell
12,432
-659
-5% -$34.3K 0.04% 66
2022
Q2 		$683K Buy
13,091
+7,516
+135% +$423K 0.04% 59
2022
Q1 		$340K Sell
5,575
-3,827
-41% -$243K 0.02% 68
2021
Q4 		$647K Hold
9,402
– – 0.03% 58
2021
Q3 		$637K Buy
9,402
+2,324
+33% +$162K 0.04% 58
2021
Q2 		$479K Buy
7,078
+2,170
+44% +$147K 0.03% 59
2021
Q1 		$319K Buy
+4,908
New +$318K 0.02% 64

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

JMG Financial Group's DMXF Position: Q2 2026 in Review

JMG Financial Group reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2% in Q2 2026, selling an estimated $15.1K and leaving 9,044 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #88.

JMG Financial Group first reported a position in DMXF in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.02M in Q3 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • JMG Financial Group held 9,044 shares of iShares ESG Advanced MSCI EAFE ETF worth $765K as of Q2 2026.
  • JMG Financial Group sold 185 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $15.1K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.02% of JMG Financial Group's portfolio in Q2 2026, its #88 holding.
  • JMG Financial Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • JMG Financial Group's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.02M in Q3 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.