MWM
DMXF icon

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

Modern 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 		$4.64M Buy
54,843
+7,776
+17% +$636K 0.06% 269
2026
Q1 		$3.61M Buy
47,067
+18,226
+63% +$1.42M 0.06% 237
2025
Q4 		$2.17M Buy
28,841
+8,536
+42% +$651K 0.04% 285
2025
Q3 		$1.54M Buy
20,305
+2,250
+12% +$168K 0.03% 323
2025
Q2 		$1.34M Sell
18,055
-1,591
-8% -$112K 0.03% 322
2025
Q1 		$1.32M Buy
+19,646
New +$1.33M 0.04% 267

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

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

Modern Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 17% in Q2 2026, buying an estimated $636K and bringing the position to 54,843 shares worth $4.64M. The position accounts for 0.06% of the portfolio, ranked #269.

Modern Wealth Management first reported a position in DMXF in Q1 2025 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Modern Wealth Management held 54,843 shares of iShares ESG Advanced MSCI EAFE ETF worth $4.64M as of Q2 2026.
  • Modern Wealth Management bought 7,776 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $636K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.06% of Modern Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Modern Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

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