Mission Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Mission 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 Q2	$399K	Buy	+4,715	New	+$385K	﹤0.01%	767

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

Mission Wealth Management's DMXF Position: Q2 2026 in Review

Mission Wealth Management opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 4,715 shares worth $399K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings.

262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Mission Wealth Management held 4,715 shares of iShares ESG Advanced MSCI EAFE ETF worth $399K as of Q2 2026.
iShares ESG Advanced MSCI EAFE ETF was a new Mission Wealth Management position in Q2 2026.
iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #767 holding.
262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.