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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return