Litman Gregory Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$136K	Buy	+1,816	New	+$139K	0.01%	162

Other funds holding DMXF

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

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

VAF

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Litman Gregory Wealth Management's DMXF Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2025: 1,816 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #162 among its holdings.

195 funds tracked by Wall St. Rank hold DMXF as of Q4 2025.

Litman Gregory Wealth Management held 1,816 shares of iShares ESG Advanced MSCI EAFE ETF worth $136K as of Q4 2025.
iShares ESG Advanced MSCI EAFE ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #162 holding.
195 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.