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

MA Private 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
Q2 		$647K Sell
7,651
-346
-4% -$28.3K 0.1% 61
2026
Q1 		$603K Hold
7,997
– – 0.1% 63
2025
Q4 		$601K Buy
7,997
+36
+0.5% +$2.75K 0.1% 60
2025
Q3 		$603K Sell
7,961
-379
-5% -$28.2K 0.1% 59
2025
Q2 		$621K Hold
8,340
– – 0.11% 60
2025
Q1 		$562K Hold
8,340
– – 0.11% 55
2024
Q4 		$539K Buy
8,340
+90
+1% +$6.12K 0.1% 52
2024
Q3 		$594K Buy
8,250
+223
+3% +$15.4K 0.11% 52
2024
Q2 		$541K Hold
8,027
– – 0.11% 54
2024
Q1 		$547K Hold
8,027
– – 0.11% 50
2023
Q4 		$513K Sell
8,027
-32
-0.4% -$1.89K 0.11% 55
2023
Q3 		$460K Hold
8,059
– – 0.11% 57
2023
Q2 		$491K Hold
8,059
– – 0.11% 50
2023
Q1 		$480K Buy
8,059
+1,796
+29% +$104K 0.12% 55
2022
Q4 		$340K Buy
6,263
+1,844
+42% +$95.4K 0.08% 69
2022
Q3 		$211K Buy
+4,419
New +$230K 0.05% 69

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

MA Private Wealth's DMXF Position: Q2 2026 in Review

MA Private Wealth reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 4.3% in Q2 2026, selling an estimated $28.3K and leaving 7,651 shares worth $647K. The position accounts for 0.1% of the portfolio, ranked #61.

MA Private Wealth first reported a position in DMXF in Q3 2022 and has held it in 16 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • MA Private Wealth held 7,651 shares of iShares ESG Advanced MSCI EAFE ETF worth $647K as of Q2 2026.
  • MA Private Wealth sold 346 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $28.3K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.1% of MA Private Wealth's portfolio in Q2 2026, its #61 holding.
  • MA Private Wealth first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.