LifePlan Investment Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

LifePlan Investment 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	$310K	Sell	3,667 -209	-5%	-$17.1K	0.11%	113
2026 Q1	$292K	Buy	+3,876	New	+$303K	0.11%	105
2025 Q3	–	Sell	-4,511	Closed	-$336K	–	113
2025 Q2	$336K	Sell	4,511 -672	-13%	-$47.5K	0.17%	86
2025 Q1	$349K	Sell	5,183 -1,024	-16%	-$69.4K	0.2%	74
2024 Q4	$401K	Buy	6,207 +2,449	+65%	+$166K	0.25%	70
2024 Q3	$271K	Buy	3,758 +546	+17%	+$37.8K	0.17%	77
2024 Q2	$217K	Sell	3,212 -55	-2%	-$3.71K	0.16%	82
2024 Q1	$223K	Buy	+3,267	New	+$214K	0.18%	76

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LifePlan Investment Advisors's DMXF Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 5.4% in Q2 2026, selling an estimated $17.1K and leaving 3,667 shares worth $310K. The position accounts for 0.11% of the portfolio, ranked #113.

LifePlan Investment Advisors first reported a position in DMXF in Q1 2024 and has held it in 8 quarters since. The position peaked at $401K in Q4 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

LifePlan Investment Advisors held 3,667 shares of iShares ESG Advanced MSCI EAFE ETF worth $310K as of Q2 2026.
LifePlan Investment Advisors sold 209 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $17.1K.
iShares ESG Advanced MSCI EAFE ETF made up 0.11% of LifePlan Investment Advisors's portfolio in Q2 2026, its #113 holding.
LifePlan Investment Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
LifePlan Investment Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $401K in Q4 2024.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.