MGO One Seven’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

MGO One Seven’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	$846K	Sell	9,994 -51	-0.5%	-$4.17K	0.01%	784
2026 Q1	$758K	Buy	+10,045	New	+$785K	0.02%	762
2025 Q3	–	Sell	-11,658	Closed	-$868K	–	1345
2025 Q2	$868K	Sell	11,658 -38	-0.3%	-$2.69K	0.03%	547
2025 Q1	$788K	Sell	11,696 -6,184	-35%	-$419K	0.03%	503
2024 Q4	$1.16M	Buy	17,880 +3,269	+22%	+$222K	0.04%	400
2024 Q3	$1.05M	Buy	14,611 +2,636	+22%	+$182K	0.05%	391
2024 Q2	$807K	Sell	11,975 -25	-0.2%	-$1.69K	0.04%	427
2024 Q1	$818K	Sell	12,000 -20	-0.2%	-$1.31K	0.04%	392
2023 Q4	$768K	Buy	+12,020	New	+$711K	0.04%	387
2023 Q2	–	Sell	-15,774	Closed	-$940K	–	819
2023 Q1	$940K	Buy	+15,774	New	+$915K	0.06%	315

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MGO One Seven's DMXF Position: Q2 2026 in Review

MGO One Seven reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.51% in Q2 2026, selling an estimated $4.17K and leaving 9,994 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #784.

MGO One Seven first reported a position in DMXF in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q4 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

MGO One Seven held 9,994 shares of iShares ESG Advanced MSCI EAFE ETF worth $846K as of Q2 2026.
MGO One Seven sold 51 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $4.17K.
iShares ESG Advanced MSCI EAFE ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #784 holding.
MGO One Seven first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2023 and has held it in 10 quarters since.
MGO One Seven's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.16M in Q4 2024.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.