MWM
DMXF icon

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

MBE Wealth Management’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 		$202K Buy
+2,386
New +$195K 0.07% 166
2026
Q1 		– Sell
-2,883
Closed -$217K – 142
2025
Q4 		$217K Sell
2,883
-708
-20% -$54K 0.09% 127
2025
Q3 		$272K Sell
3,591
-998
-22% -$74.3K 0.12% 112
2025
Q2 		$342K Sell
4,589
-416
-8% -$29.4K 0.15% 81
2025
Q1 		$337K Buy
+5,005
New +$339K 0.16% 80

Other funds holding DMXF

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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MBE Wealth Management's DMXF Position: Q2 2026 in Review

MBE Wealth Management opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 2,386 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #166 among its holdings. This is a return to the name: MBE Wealth Management previously reported a position in DMXF as recently as Q4 2025.

MBE Wealth Management first reported a position in DMXF in Q1 2025 and has held it in 5 quarters since. The position peaked at $342K in Q2 2025. 103 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • MBE Wealth Management held 2,386 shares of iShares ESG Advanced MSCI EAFE ETF worth $202K as of Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF was a new MBE Wealth Management position in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.07% of MBE Wealth Management's portfolio in Q2 2026, its #166 holding.
  • MBE Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • MBE Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $342K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.