LPL Financial
DMXF icon

LPL Financial’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

LPL Financial’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 		$35.3M Buy
416,766
+57,303
+16% +$4.68M 0.01% 1208
2026
Q1 		$27.1M Buy
359,463
+274,432
+323% +$21.5M 0.01% 1272
2025
Q4 		$6.39M Buy
85,031
+24,867
+41% +$1.9M ﹤0.01% 2327
2025
Q3 		$4.56M Sell
60,164
-284,251
-83% -$21.2M ﹤0.01% 2554
2025
Q2 		$25.6M Buy
344,415
+35,769
+12% +$2.53M 0.01% 1096
2025
Q1 		$20.8M Sell
308,646
-116,553
-27% -$7.9M 0.01% 1133
2024
Q4 		$27.5M Buy
425,199
+206,873
+95% +$14.1M 0.01% 916
2024
Q3 		$15.7M Buy
218,326
+33,638
+18% +$2.33M 0.01% 1175
2024
Q2 		$12.5M Buy
184,688
+37,240
+25% +$2.51M 0.01% 1231
2024
Q1 		$10M Buy
147,448
+27,348
+23% +$1.79M 0.01% 1324
2023
Q4 		$7.67M Buy
120,100
+17,723
+17% +$1.05M ﹤0.01% 1413
2023
Q3 		$5.84M Buy
102,377
+65,328
+176% +$3.9M ﹤0.01% 1510
2023
Q2 		$2.26M Sell
37,049
-2,744
-7% -$166K ﹤0.01% 2135
2023
Q1 		$2.37M Buy
39,793
+465
+1% +$27K ﹤0.01% 1999
2022
Q4 		$2.13M Buy
39,328
+7,592
+24% +$393K ﹤0.01% 2025
2022
Q3 		$1.48M Buy
31,736
+727
+2% +$37.8K ﹤0.01% 2218
2022
Q2 		$1.62M Sell
31,009
-6,640
-18% -$374K ﹤0.01% 2191
2022
Q1 		$2.3M Buy
37,649
+4,655
+14% +$295K ﹤0.01% 1953
2021
Q4 		$2.27M Sell
32,994
-5,248
-14% -$361K ﹤0.01% 1992
2021
Q3 		$2.59M Buy
38,242
+24,598
+180% +$1.71M ﹤0.01% 1852
2021
Q2 		$924K Buy
13,644
+4,602
+51% +$312K ﹤0.01% 2635
2021
Q1 		$587K Buy
9,042
+5,289
+141% +$343K ﹤0.01% 2886
2020
Q4 		$237K Buy
+3,753
New +$221K ﹤0.01% 3392

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

LPL Financial's DMXF Position: Q2 2026 in Review

LPL Financial increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 16% in Q2 2026, buying an estimated $4.68M and bringing the position to 416,766 shares worth $35.3M. The position accounts for 0.01% of the portfolio, ranked #1208.

LPL Financial first reported a position in DMXF in Q4 2020 and has held it in 23 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • LPL Financial held 416,766 shares of iShares ESG Advanced MSCI EAFE ETF worth $35.3M as of Q2 2026.
  • LPL Financial bought 57,303 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $4.68M.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1208 holding.
  • LPL Financial first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.