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One Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

One Wealth Advisors’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 		$2.55M Buy
30,151
+745
+3% +$60.9K 0.28% 64
2026
Q1 		$2.22M Buy
29,406
+15,096
+105% +$1.18M 0.28% 64
2025
Q4 		$1.08M Sell
14,310
-2,619
-15% -$200K 0.13% 90
2025
Q3 		$1.28M Sell
16,929
-21,084
-55% -$1.57M 0.16% 84
2025
Q2 		$2.83M Sell
38,013
-985
-3% -$69.6K 0.39% 47
2025
Q1 		$2.63M Sell
38,998
-18,782
-33% -$1.27M 0.39% 49
2024
Q4 		$3.73M Buy
57,780
+4,707
+9% +$320K 0.55% 38
2024
Q3 		$3.82M Buy
53,073
+5,674
+12% +$393K 0.59% 36
2024
Q2 		$3.16M Sell
47,399
-3,431
-7% -$232K 0.68% 27
2024
Q1 		$3.46M Sell
50,830
-105
-0.2% -$6.89K 0.6% 38
2023
Q4 		$3.25M Sell
50,935
-8,917
-15% -$528K 0.63% 36
2023
Q3 		$3.42M Sell
59,852
-197
-0.3% -$11.8K 0.76% 34
2023
Q2 		$3.66M Buy
60,049
+328
+0.5% +$19.9K 0.77% 31
2023
Q1 		$3.56M Sell
59,721
-2,942
-5% -$171K 0.82% 30
2022
Q4 		$3.4M Buy
+62,663
New +$3.24M 0.78% 30
2022
Q3 		– Sell
-47,248
Closed -$2.46M – 180
2022
Q2 		$2.46M Sell
47,248
-3,502
-7% -$197K 0.66% 35
2022
Q1 		$3.1M Buy
50,750
+21,159
+72% +$1.34M 0.76% 30
2021
Q4 		$2.04M Buy
29,591
+4,019
+16% +$277K 0.52% 37
2021
Q3 		$1.73M Buy
25,572
+7,336
+40% +$510K 0.51% 34
2021
Q2 		$1.24M Buy
18,236
+5,485
+43% +$372K 0.39% 40
2021
Q1 		$828K Buy
+12,751
New +$826K 0.32% 40

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

One Wealth Advisors's DMXF Position: Q2 2026 in Review

One Wealth Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2.5% in Q2 2026, buying an estimated $60.9K and bringing the position to 30,151 shares worth $2.55M. The position accounts for 0.28% of the portfolio, ranked #64.

One Wealth Advisors first reported a position in DMXF in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.82M in Q3 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • One Wealth Advisors held 30,151 shares of iShares ESG Advanced MSCI EAFE ETF worth $2.55M as of Q2 2026.
  • One Wealth Advisors bought 745 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $60.9K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.28% of One Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • One Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • One Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $3.82M in Q3 2024.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.