MFG
DMXF icon

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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return