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

Maia 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 		$234K Buy
+2,767
New +$226K 0.03% 325
2025
Q3 		– Sell
-5,925
Closed -$441K – 343
2025
Q2 		$441K Sell
5,925
-15
-0.3% -$1.06K 0.08% 209
2025
Q1 		$393K Sell
5,940
-2,360
-28% -$160K 0.09% 193
2024
Q4 		$560K Buy
8,300
+1,706
+26% +$116K 0.12% 157
2024
Q3 		$453K Buy
6,594
+1,241
+23% +$85.9K 0.11% 154
2024
Q2 		$373K Buy
+5,353
New +$361K 0.11% 141
2023
Q4 		$222K Buy
+3,475
New +$206K 0.09% 176

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

Maia Wealth's DMXF Position: Q2 2026 in Review

Maia Wealth opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 2,767 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #325 among its holdings. This is a return to the name: Maia Wealth previously reported a position in DMXF as recently as Q2 2025.

Maia Wealth first reported a position in DMXF in Q4 2023 and has held it in 7 quarters since. The position peaked at $560K in Q4 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Maia Wealth held 2,767 shares of iShares ESG Advanced MSCI EAFE ETF worth $234K as of Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF was a new Maia Wealth position in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.03% of Maia Wealth's portfolio in Q2 2026, its #325 holding.
  • Maia Wealth first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 7 quarters since.
  • Maia Wealth's iShares ESG Advanced MSCI EAFE ETF position peaked at $560K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

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