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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
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

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

Pathway Financial Advisors's DMXF Position: Q2 2026 in Review

Pathway Financial Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 11% in Q2 2026, buying an estimated $53.4K and bringing the position to 6,587 shares worth $554K. 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 19 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Pathway Financial Advisors held 6,587 shares of iShares ESG Advanced MSCI EAFE ETF worth $554K as of Q2 2026.
  • Pathway Financial Advisors bought 653 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $53.4K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.06% of Pathway Financial Advisors's portfolio in Q2 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 19 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.