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

One Wealth Capital 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 		$363K Buy
4,293
+363
+9% +$29.7K 0.1% 150
2026
Q1 		$312K Buy
+3,930
New +$307K 0.14% 79
2025
Q3 		– Sell
-6,033
Closed -$449K – 124
2025
Q2 		$449K Sell
6,033
-122
-2% -$8.62K 0.21% 60
2025
Q1 		$414K Sell
6,155
-2,708
-31% -$184K 0.22% 59
2024
Q4 		$573K Buy
+8,863
New +$603K 0.29% 52

Other funds holding DMXF

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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

One Wealth Capital Management's DMXF Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 9.2% in Q2 2026, buying an estimated $29.7K and bringing the position to 4,293 shares worth $363K. The position accounts for 0.1% of the portfolio, ranked #150.

One Wealth Capital Management first reported a position in DMXF in Q4 2024 and has held it in 5 quarters since. The position peaked at $573K in Q4 2024. 110 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • One Wealth Capital Management held 4,293 shares of iShares ESG Advanced MSCI EAFE ETF worth $363K as of Q2 2026.
  • One Wealth Capital Management bought 363 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $29.7K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.1% of One Wealth Capital Management's portfolio in Q2 2026, its #150 holding.
  • One Wealth Capital Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 5 quarters since.
  • One Wealth Capital Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $573K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.