MFG
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Magnus Financial Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Magnus Financial Group’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 		$901K Buy
10,652
+128
+1% +$10.5K 0.06% 172
2026
Q1 		$794K Sell
10,524
-155
-1% -$12.1K 0.06% 173
2025
Q4 		$803K Buy
10,679
+279
+3% +$21.3K 0.06% 194
2025
Q3 		$788K Sell
10,400
-496
-5% -$36.9K 0.06% 189
2025
Q2 		$811K Buy
10,896
+180
+2% +$12.7K 0.07% 176
2025
Q1 		$722K Buy
10,716
+44
+0.4% +$2.98K 0.07% 181
2024
Q4 		$690K Buy
10,672
+2,662
+33% +$181K 0.07% 181
2024
Q3 		$577K Buy
8,010
+1,516
+23% +$105K 0.06% 200
2024
Q2 		$438K Buy
6,494
+2,183
+51% +$147K 0.05% 214
2024
Q1 		$294K Buy
+4,311
New +$283K 0.03% 253

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

Magnus Financial Group's DMXF Position: Q2 2026 in Review

Magnus Financial Group increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.2% in Q2 2026, buying an estimated $10.5K and bringing the position to 10,652 shares worth $901K. The position accounts for 0.06% of the portfolio, ranked #172.

Magnus Financial Group first reported a position in DMXF in Q1 2024 and has held it in 10 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Magnus Financial Group held 10,652 shares of iShares ESG Advanced MSCI EAFE ETF worth $901K as of Q2 2026.
  • Magnus Financial Group bought 128 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $10.5K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.06% of Magnus Financial Group's portfolio in Q2 2026, its #172 holding.
  • Magnus Financial Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.