KWB Wealth
DMXF icon

KWB Wealth’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

KWB Wealth’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
Q3 		$296K Sell
3,497
-506
-13% -$43.1K 0.03% 157
2026
Q2 		$339K Buy
+4,003
New +$327K 0.03% 135

Other funds holding DMXF

Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Shotwell Rutter Baer
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

KWB Wealth's DMXF Position: Q3 2026 in Review

KWB Wealth reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 13% in Q3 2026, selling an estimated $43.1K and leaving 3,497 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #157.

KWB Wealth first reported a position in DMXF in Q2 2026 and has held it in 2 quarters since. The position peaked at $339K in Q2 2026. 59 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • KWB Wealth held 3,497 shares of iShares ESG Advanced MSCI EAFE ETF worth $296K as of Q3 2026.
  • KWB Wealth sold 506 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $43.1K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #157 holding.
  • KWB Wealth first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • KWB Wealth's iShares ESG Advanced MSCI EAFE ETF position peaked at $339K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.