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

National Wealth Management 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	$362K	Sell	4,283 -76	-2%	-$6.21K	0.11%	149
2026 Q1	$329K	Buy	4,359 +830	+24%	+$64.9K	0.12%	150
2025 Q4	$265K	Buy	3,529 +23	+0.7%	+$1.75K	0.09%	200
2025 Q3	$266K	Buy	3,506 +99	+3%	+$7.37K	0.1%	195
2025 Q2	$254K	Buy	+3,407	New	+$241K	0.14%	136
2024 Q4	–	Sell	-2,998	Closed	-$216K	–	158
2024 Q3	$216K	Buy	+2,998	New	+$208K	0.15%	131

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

National Wealth Management Group's DMXF Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.7% in Q2 2026, selling an estimated $6.21K and leaving 4,283 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #149.

National Wealth Management Group first reported a position in DMXF in Q3 2024 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

National Wealth Management Group held 4,283 shares of iShares ESG Advanced MSCI EAFE ETF worth $362K as of Q2 2026.
National Wealth Management Group sold 76 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $6.21K.
iShares ESG Advanced MSCI EAFE ETF made up 0.11% of National Wealth Management Group's portfolio in Q2 2026, its #149 holding.
National Wealth Management Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 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 National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.