Jones Financial Companies
DMXF icon

Jones Financial Companies’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Jones Financial Companies’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 		$221K Buy
2,655
+513
+24% +$41.9K ﹤0.01% 2537
2026
Q1 		$156K Buy
2,142
+1,779
+490% +$139K ﹤0.01% 2493
2025
Q4 		$27.3K Buy
363
+19
+6% +$1.45K ﹤0.01% 2806
2025
Q3 		$25.8K Sell
344
-147
-30% -$10.9K ﹤0.01% 2662
2025
Q2 		$36.6K Sell
491
-606
-55% -$42.8K ﹤0.01% 2346
2025
Q1 		$74.2K Buy
1,097
+587
+115% +$39.8K ﹤0.01% 1903
2024
Q4 		$32.9K Hold
510
– – ﹤0.01% 2057
2024
Q3 		$36.8K Buy
+510
New +$35.3K ﹤0.01% 1752

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 22.9% 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 19.28% 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

Jones Financial Companies's DMXF Position: Q2 2026 in Review

Jones Financial Companies increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 24% in Q2 2026, buying an estimated $41.9K and bringing the position to 2,655 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Jones Financial Companies first reported a position in DMXF in Q3 2024 and has held it in 8 quarters since. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Jones Financial Companies held 2,655 shares of iShares ESG Advanced MSCI EAFE ETF worth $221K as of Q2 2026.
  • Jones Financial Companies bought 513 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $41.9K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2537 holding.
  • Jones Financial Companies first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.