KFP
DMXF icon

Keener Financial Planning’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-2,416
Closed -$182K – 91
2025
Q3 		$182K Hold
2,416
– – 0.08% 50
2025
Q2 		$179K Hold
2,416
– – 0.09% 55
2025
Q1 		$162K Hold
2,416
– – 0.11% 47
2024
Q4 		$156K Hold
2,416
– – 0.09% 54
2024
Q3 		$174K Sell
2,416
-286
-11% -$19.8K 0.11% 44
2024
Q2 		$182K Hold
2,702
– – 0.12% 48
2024
Q1 		$185K Hold
2,702
– – 0.13% 45
2023
Q4 		$173K Buy
+2,702
New +$160K 0.13% 47

Other funds holding DMXF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return