Pathway Financial Advisors
DMXF icon

Pathway Financial Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Pathway Financial 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
Q3 		$558K Hold
6,587
– – 0.06% 90
2026
Q2 		$554K Buy
6,587
+653
+11% +$53.4K 0.06% 90
2026
Q1 		$451K Hold
5,934
– – 0.06% 98
2025
Q4 		$460K Buy
5,934
+351
+6% +$26.8K 0.06% 100
2025
Q3 		$423K Buy
5,583
+407
+8% +$30.3K 0.06% 104
2025
Q2 		$385K Sell
5,176
-210
-4% -$14.8K 0.06% 98
2025
Q1 		$363K Hold
5,386
– – 0.07% 115
2024
Q4 		$348K Buy
5,386
+153
+3% +$10.4K 0.08% 114
2024
Q3 		$377K Buy
5,233
+75
+1% +$5.19K 0.1% 104
2024
Q2 		$348K Sell
5,158
-74
-1% -$5K 0.09% 110
2024
Q1 		$356K Sell
5,232
-1,149
-18% -$75.4K 0.1% 109
2023
Q4 		$408K Hold
6,381
– – 0.12% 96
2023
Q3 		$364K Buy
6,381
+346
+6% +$20.7K 0.12% 83
2023
Q2 		$368K Buy
6,035
+148
+3% +$8.96K 0.12% 86
2023
Q1 		$351K Hold
5,887
– – 0.12% 87
2022
Q4 		$319K Sell
5,887
-2,271
-28% -$118K 0.1% 88
2022
Q3 		$380K Buy
8,158
+1,579
+24% +$82.2K 0.13% 75
2022
Q2 		$343K Buy
6,579
+737
+13% +$41.5K 0.14% 80
2022
Q1 		$356K Buy
5,842
+76
+1% +$4.82K 0.13% 88
2021
Q4 		$372K Buy
+5,766
New +$397K 0.13% 84

Other funds holding DMXF

Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Pathway Financial Advisors's DMXF Position: Q3 2026 in Review

Pathway Financial Advisors held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q3 2026 at 6,587 shares worth $558K. The position accounts for 0.06% of the portfolio, ranked #90.

Pathway Financial Advisors first reported a position in DMXF in Q4 2021 and has held it in 20 quarters since. 70 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • Pathway Financial Advisors held 6,587 shares of iShares ESG Advanced MSCI EAFE ETF worth $558K as of Q3 2026.
  • Pathway Financial Advisors left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.06% of Pathway Financial Advisors's portfolio in Q3 2026, its #90 holding.
  • Pathway Financial Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.