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

Opes Wealth 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
Q1 		$1.55M Buy
20,590
+620
+3% +$48.5K 0.26% 59
2025
Q4 		$1.5M Buy
19,970
+150
+0.8% +$11.4K 0.24% 63
2025
Q3 		$1.5M Buy
19,820
+65
+0.3% +$4.84K 0.26% 58
2025
Q2 		$1.47M Sell
19,755
-1,490
-7% -$105K 0.26% 59
2025
Q1 		$1.43M Sell
21,245
-850
-4% -$57.6K 0.29% 55
2024
Q4 		$1.43M Buy
22,095
+335
+2% +$22.8K 0.29% 53
2024
Q3 		$1.57M Buy
21,760
+645
+3% +$44.6K 0.3% 52
2024
Q2 		$1.42M Sell
21,115
-1,094
-5% -$73.9K 0.3% 51
2024
Q1 		$1.51M Sell
22,209
-1,335
-6% -$87.6K 0.35% 52
2023
Q4 		$1.5M Hold
23,544
– – 0.36% 48
2023
Q3 		$1.34M Buy
23,544
+3,585
+18% +$214K 0.37% 49
2023
Q2 		$1.22M Buy
19,959
+1,244
+7% +$75.4K 0.34% 51
2023
Q1 		$1.12M Buy
18,715
+2,550
+16% +$148K 0.36% 47
2022
Q4 		$877K Buy
16,165
+350
+2% +$18.1K 0.32% 52
2022
Q3 		$737K Buy
15,815
+2,770
+21% +$144K 0.29% 50
2022
Q2 		$680K Buy
13,045
+300
+2% +$16.9K 0.27% 50
2022
Q1 		$777K Buy
12,745
+2,480
+24% +$157K 0.25% 55
2021
Q4 		$706K Buy
10,265
+2,595
+34% +$179K 0.22% 57
2021
Q3 		$520K Buy
7,670
+3,340
+77% +$232K 0.18% 58
2021
Q2 		$293K Buy
4,330
+970
+29% +$65.8K 0.11% 73
2021
Q1 		$218K Buy
+3,360
New +$218K 0.09% 80

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Opes Wealth Management's DMXF Position: Q1 2026 in Review

Opes Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 3.1% in Q1 2026, buying an estimated $48.5K and bringing the position to 20,590 shares worth $1.55M. The position accounts for 0.26% of the portfolio, ranked #59.

Opes Wealth Management first reported a position in DMXF in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.57M in Q3 2024. 245 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • Opes Wealth Management held 20,590 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.55M as of Q1 2026.
  • Opes Wealth Management bought 620 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2026, an estimated $48.5K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.26% of Opes Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Opes Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • Opes Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.57M in Q3 2024.
  • 245 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.