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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
Q2 		$33.5K Sell
565
-57
-9% -$4.66K 0.01% 544
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

NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Medallion Wealth Advisors's DMXF Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 9.2% in Q2 2026, selling an estimated $4.66K and leaving 565 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #544.

Medallion Wealth Advisors first reported a position in DMXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.1K in Q3 2025. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Medallion Wealth Advisors held 565 shares of iShares ESG Advanced MSCI EAFE ETF worth $33.5K as of Q2 2026.
  • Medallion Wealth Advisors sold 57 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $4.66K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #544 holding.
  • Medallion Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $47.1K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.