Mather Group
DMXF icon

Mather Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Mather 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
Q3 		$11.2K Buy
132
+15
+13% +$1.28K ﹤0.01% 1610
2026
Q2 		$9.9K Buy
117
+17
+17% +$1.39K ﹤0.01% 1499
2026
Q1 		$7.54K Buy
+100
New +$7.82K ﹤0.01% 1514

Other funds holding DMXF

Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Mather Group's DMXF Position: Q3 2026 in Review

Mather Group increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 13% in Q3 2026, buying an estimated $1.28K and bringing the position to 132 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Mather Group first reported a position in DMXF in Q1 2026 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • Mather Group held 132 shares of iShares ESG Advanced MSCI EAFE ETF worth $11.2K as of Q3 2026.
  • Mather Group bought 15 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $1.28K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1610 holding.
  • Mather Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2026 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.