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 Q3	$253K	Buy	2,983 +216	+8%	+$18.4K	0.03%	307
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Maia Wealth's DMXF Position: Q3 2026 in Review

Maia Wealth increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 7.8% in Q3 2026, buying an estimated $18.4K and bringing the position to 2,983 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #307.

Maia Wealth first reported a position in DMXF in Q4 2023 and has held it in 8 quarters since. The position peaked at $560K in Q4 2024. 202 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Maia Wealth held 2,983 shares of iShares ESG Advanced MSCI EAFE ETF worth $253K as of Q3 2026.
Maia Wealth bought 216 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $18.4K.
iShares ESG Advanced MSCI EAFE ETF made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #307 holding.
Maia Wealth first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 8 quarters since.
Maia Wealth's iShares ESG Advanced MSCI EAFE ETF position peaked at $560K in Q4 2024.
202 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.