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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return