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

Lifelong Wealth 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 		$294K Buy
+3,480
New +$285K 0.07% 85
2025
Q4 		– Sell
-3,583
Closed -$271K – 91
2025
Q3 		$271K Buy
3,583
+1
+0% +$74 0.08% 71
2025
Q2 		$267K Sell
3,582
-9
-0.3% -$636 0.09% 69
2025
Q1 		$242K Sell
3,591
-536
-13% -$36.3K 0.11% 62
2024
Q4 		$267K Buy
+4,127
New +$281K 0.12% 54

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

Lifelong Wealth Advisors's DMXF Position: Q2 2026 in Review

Lifelong Wealth Advisors opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 3,480 shares worth $294K. The stake represents 0.07% of the portfolio and ranks #85 among its holdings. This is a return to the name: Lifelong Wealth Advisors previously reported a position in DMXF as recently as Q3 2025.

Lifelong Wealth Advisors first reported a position in DMXF in Q4 2024 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Lifelong Wealth Advisors held 3,480 shares of iShares ESG Advanced MSCI EAFE ETF worth $294K as of Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF was a new Lifelong Wealth Advisors position in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.07% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Lifelong Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 5 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.