KFAA
DMXF icon

Klaas Financial Asset Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Klaas Financial Asset Advisors’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 		$656K Sell
7,758
-66
-0.8% -$5.4K 0.08% 44
2026
Q1 		$590K Sell
7,824
-37,790
-83% -$2.95M 0.08% 49
2025
Q4 		$3.43M Sell
45,614
-2,034
-4% -$155K 0.5% 23
2025
Q3 		$3.61M Buy
47,648
+1,547
+3% +$115K 0.54% 21
2025
Q2 		$3.43M Buy
46,101
+3,570
+8% +$252K 0.54% 23
2025
Q1 		$2.86M Buy
42,531
+238
+0.6% +$16.1K 0.49% 23
2024
Q4 		$2.73M Buy
42,293
+613
+1% +$41.7K 0.48% 23
2024
Q3 		$3M Sell
41,680
-248
-0.6% -$17.2K 0.52% 21
2024
Q2 		$2.83M Sell
41,928
-6,673
-14% -$451K 0.52% 22
2024
Q1 		$3.31M Buy
48,601
+1,900
+4% +$125K 0.66% 20
2023
Q4 		$2.98M Sell
46,701
-10,895
-19% -$645K 0.62% 21
2023
Q3 		$3.29M Buy
57,596
+6,795
+13% +$406K 0.74% 19
2023
Q2 		$3.09M Buy
50,801
+4,829
+11% +$293K 0.69% 19
2023
Q1 		$2.74M Buy
45,972
+2,017
+5% +$117K 0.63% 21
2022
Q4 		$2.39M Buy
43,955
+3,416
+8% +$177K 0.59% 21
2022
Q3 		$1.89M Buy
40,539
+12,350
+44% +$643K 0.48% 23
2022
Q2 		$1.47M Buy
28,189
+2,536
+10% +$143K 0.36% 25
2022
Q1 		$1.56M Buy
25,653
+14,001
+120% +$887K 0.36% 25
2021
Q4 		$802K Buy
11,652
+4,151
+55% +$286K 0.18% 33
2021
Q3 		$508K Buy
7,501
+6,079
+427% +$423K 0.12% 35
2021
Q2 		$96K Buy
1,422
+1,029
+262% +$69.8K 0.02% 44
2021
Q1 		$26K Buy
+393
New +$25.5K 0.01% 53

Other funds holding DMXF

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return

Klaas Financial Asset Advisors's DMXF Position: Q2 2026 in Review

Klaas Financial Asset Advisors reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.84% in Q2 2026, selling an estimated $5.4K and leaving 7,758 shares worth $656K. The position accounts for 0.08% of the portfolio, ranked #44.

Klaas Financial Asset Advisors first reported a position in DMXF in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.61M in Q3 2025. 32 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Klaas Financial Asset Advisors held 7,758 shares of iShares ESG Advanced MSCI EAFE ETF worth $656K as of Q2 2026.
  • Klaas Financial Asset Advisors sold 66 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $5.4K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.08% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #44 holding.
  • Klaas Financial Asset Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Klaas Financial Asset Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $3.61M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.