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
2026 Q2	$205K	Buy	+2,430	New	+$199K	0.07%	60
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

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Keener Financial Planning's DMXF Position: Q2 2026 in Review

Keener Financial Planning opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 2,430 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #60 among its holdings. This is a return to the name: Keener Financial Planning previously reported a position in DMXF as recently as Q3 2025.

Keener Financial Planning first reported a position in DMXF in Q4 2023 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Keener Financial Planning held 2,430 shares of iShares ESG Advanced MSCI EAFE ETF worth $205K as of Q2 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Keener Financial Planning position in Q2 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.07% of Keener Financial Planning's portfolio in Q2 2026, its #60 holding.
Keener Financial Planning first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

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