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Kestra Private Wealth Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Kestra Private Wealth Services’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 		$437K Buy
5,168
+683
+15% +$55.8K ﹤0.01% 1321
2026
Q1 		$338K Sell
4,485
-1,227
-21% -$95.9K ﹤0.01% 1398
2025
Q4 		$429K Buy
5,712
+130
+2% +$9.91K 0.01% 1257
2025
Q3 		$423K Buy
+5,582
New +$416K 0.01% 1182

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

Kestra Private Wealth Services's DMXF Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 15% in Q2 2026, buying an estimated $55.8K and bringing the position to 5,168 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Kestra Private Wealth Services first reported a position in DMXF in Q3 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Kestra Private Wealth Services held 5,168 shares of iShares ESG Advanced MSCI EAFE ETF worth $437K as of Q2 2026.
  • Kestra Private Wealth Services bought 683 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $55.8K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1321 holding.
  • Kestra Private Wealth Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.