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 Q3	$202K	Buy	2,391 +5	+0.2%	+$426	0.07%	169
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

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

MBE Wealth Management's DMXF Position: Q3 2026 in Review

MBE Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.21% in Q3 2026, buying an estimated $426 and bringing the position to 2,391 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #169.

MBE Wealth Management first reported a position in DMXF in Q1 2025 and has held it in 6 quarters since. The position peaked at $342K in Q2 2025. 210 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

MBE Wealth Management held 2,391 shares of iShares ESG Advanced MSCI EAFE ETF worth $202K as of Q3 2026.
MBE Wealth Management bought 5 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $426.
iShares ESG Advanced MSCI EAFE ETF made up 0.07% of MBE Wealth Management's portfolio in Q3 2026, its #169 holding.
MBE Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
MBE Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $342K in Q2 2025.
210 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.