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DMXF icon

Plancorp LLC’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Plancorp LLC’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 		$1.51M Sell
18,058
-105
-0.6% -$8.58K 0.04% 157
2026
Q1 		$1.44M Hold
18,163
– – 0.04% 130
2025
Q4 		$1.37M Hold
18,163
– – 0.04% 132
2025
Q3 		$1.38M Hold
18,163
– – 0.04% 131
2025
Q2 		$1.35M Hold
18,163
– – 0.05% 133
2025
Q1 		$1.22M Hold
18,163
– – 0.05% 131
2024
Q4 		$1.17M Hold
18,163
– – 0.05% 115
2024
Q3 		$1.31M Hold
18,163
– – 0.05% 110
2024
Q2 		$1.22M Hold
18,163
– – 0.05% 108
2024
Q1 		$1.24M Sell
18,163
-265
-1% -$17.4K 0.05% 111
2023
Q4 		$1.18M Hold
18,428
– – 0.06% 103
2023
Q3 		$1.05M Hold
18,428
– – 0.06% 102
2023
Q2 		$1.12M Hold
18,428
– – 0.06% 99
2023
Q1 		$1.1M Hold
18,428
– – 0.06% 98
2022
Q4 		$1M Buy
+18,428
New +$954K 0.06% 95
2022
Q3 		– Sell
-14,940
Closed -$779K – 234
2022
Q2 		$779K Buy
+14,940
New +$841K 0.05% 111

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

Plancorp LLC's DMXF Position: Q2 2026 in Review

Plancorp LLC reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.58% in Q2 2026, selling an estimated $8.58K and leaving 18,058 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #157.

Plancorp LLC first reported a position in DMXF in Q2 2022 and has held it in 16 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Plancorp LLC held 18,058 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.51M as of Q2 2026.
  • Plancorp LLC sold 105 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $8.58K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #157 holding.
  • Plancorp LLC first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2022 and has held it in 16 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.