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

Medallion Wealth Advisors’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
Q1 		$46.9K Hold
622
– – 0.02% 482
2025
Q4 		$46.8K Hold
622
– – 0.02% 484
2025
Q3 		$47.1K Hold
622
– – 0.02% 476
2025
Q2 		$46.2K Hold
622
– – 0.02% 477
2025
Q1 		$41.7K Hold
622
– – 0.02% 453
2024
Q4 		$40.2K Buy
+622
New +$42.3K 0.02% 448

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Medallion Wealth Advisors's DMXF Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q1 2026 at 622 shares worth $46.9K. The position accounts for 0.02% of the portfolio, ranked #482.

Medallion Wealth Advisors first reported a position in DMXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.1K in Q3 2025. 243 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • Medallion Wealth Advisors held 622 shares of iShares ESG Advanced MSCI EAFE ETF worth $46.9K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #482 holding.
  • Medallion Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $47.1K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.