MFG
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Merit Financial Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Merit Financial 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
Q2 		$1.54M Buy
18,214
+1,718
+10% +$140K 0.01% 865
2026
Q1 		$1.24M Buy
+16,496
New +$1.29M 0.01% 876
2025
Q3 		– Sell
-9,609
Closed -$715K – 1815
2025
Q2 		$715K Buy
9,609
+3,092
+47% +$219K 0.01% 938
2025
Q1 		$439K Buy
+6,517
New +$442K 0.01% 994

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

Merit Financial Group's DMXF Position: Q2 2026 in Review

Merit Financial Group increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 10% in Q2 2026, buying an estimated $140K and bringing the position to 18,214 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #865.

Merit Financial Group first reported a position in DMXF in Q1 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Merit Financial Group held 18,214 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.54M as of Q2 2026.
  • Merit Financial Group bought 1,718 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $140K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #865 holding.
  • Merit Financial Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2025 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.