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Keystone Financial Services (Colorado)’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Keystone Financial Services (Colorado)’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 		$360K Buy
4,255
+408
+11% +$33.4K 0.09% 86
2026
Q1 		$290K Buy
+3,847
New +$301K 0.09% 88
2025
Q4 		– Sell
-5,647
Closed -$428K – 126
2025
Q3 		$428K Buy
5,647
+74
+1% +$5.51K 0.13% 71
2025
Q2 		$415K Sell
5,573
-353
-6% -$25K 0.14% 70
2025
Q1 		$399K Sell
5,926
-2,258
-28% -$153K 0.15% 66
2024
Q4 		$529K Buy
8,184
+10
+0.1% +$680 0.2% 53
2024
Q3 		$589K Buy
8,174
+1,916
+31% +$133K 0.23% 50
2024
Q2 		$422K Buy
6,258
+413
+7% +$27.9K 0.17% 57
2024
Q1 		$398K Buy
5,845
+213
+4% +$14K 0.17% 61
2023
Q4 		$360K Buy
5,632
+652
+13% +$38.6K 0.17% 57
2023
Q3 		$284K Buy
4,980
+40
+0.8% +$2.39K 0.15% 59
2023
Q2 		$301K Buy
4,940
+7
+0.1% +$424 0.15% 58
2023
Q1 		$294K Sell
4,933
-5
-0.1% -$290 0.16% 58
2022
Q4 		$293K Sell
4,938
-1,630
-25% -$84.4K 0.16% 61
2022
Q3 		$321K Sell
6,568
-172
-3% -$8.95K 0.19% 61
2022
Q2 		$366K Sell
6,740
-1,389
-17% -$78.2K 0.2% 55
2022
Q1 		$436K Buy
8,129
+1,525
+23% +$96.6K 0.25% 45
2021
Q4 		$454K Buy
+6,604
New +$455K 0.23% 49

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

Keystone Financial Services (Colorado)'s DMXF Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 11% in Q2 2026, buying an estimated $33.4K and bringing the position to 4,255 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #86.

Keystone Financial Services (Colorado) first reported a position in DMXF in Q4 2021 and has held it in 18 quarters since. The position peaked at $589K in Q3 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Keystone Financial Services (Colorado) held 4,255 shares of iShares ESG Advanced MSCI EAFE ETF worth $360K as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 408 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $33.4K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.09% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #86 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s iShares ESG Advanced MSCI EAFE ETF position peaked at $589K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.