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OneDigital Investment Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

OneDigital Investment 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 		$1.99M Buy
23,466
+32
+0.1% +$2.62K 0.02% 506
2026
Q1 		$1.77M Buy
23,434
+11,688
+100% +$914K 0.02% 508
2025
Q4 		$883K Sell
11,746
-1,865
-14% -$142K 0.01% 719
2025
Q3 		$1.03M Sell
13,611
-10,237
-43% -$762K 0.01% 641
2025
Q2 		$1.78M Buy
23,848
+5,489
+30% +$388K 0.02% 462
2025
Q1 		$1.24M Sell
18,359
-14,663
-44% -$994K 0.01% 542
2024
Q4 		$2.13M Buy
33,022
+3,923
+13% +$267K 0.02% 402
2024
Q3 		$2.1M Buy
29,099
+4,528
+18% +$313K 0.02% 428
2024
Q2 		$1.66M Buy
24,571
+13,679
+126% +$924K 0.02% 472
2024
Q1 		$742K Sell
10,892
-1,434
-12% -$94.1K 0.01% 602
2023
Q4 		$787K Sell
12,326
-2,864
-19% -$169K 0.01% 557
2023
Q3 		$867K Buy
15,190
+2,440
+19% +$146K 0.02% 461
2023
Q2 		$777K Buy
12,750
+1,486
+13% +$90K 0.02% 484
2023
Q1 		$671K Buy
11,264
+7,219
+178% +$419K 0.02% 514
2022
Q4 		$220K Buy
+4,045
New +$209K 0.01% 747

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

OneDigital Investment Advisors's DMXF Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.14% in Q2 2026, buying an estimated $2.62K and bringing the position to 23,466 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #506.

OneDigital Investment Advisors first reported a position in DMXF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.13M in Q4 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • OneDigital Investment Advisors held 23,466 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.99M as of Q2 2026.
  • OneDigital Investment Advisors bought 32 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $2.62K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #506 holding.
  • OneDigital Investment Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • OneDigital Investment Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.13M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.