RCS Financial Planning
DMXF icon

RCS Financial Planning’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

RCS Financial Planning’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 		$348K Buy
4,113
+791
+24% +$67.4K 0.19% 68
2026
Q2 		$281K Sell
3,322
-74
-2% -$6.05K 0.13% 93
2026
Q1 		$256K Buy
+3,396
New +$266K 0.13% 93
2025
Q4 		– Sell
-4,886
Closed -$370K – 92
2025
Q3 		$370K Buy
+4,886
New +$364K 0.16% 75

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

RCS Financial Planning's DMXF Position: Q3 2026 in Review

RCS Financial Planning increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 24% in Q3 2026, buying an estimated $67.4K and bringing the position to 4,113 shares worth $348K. The position accounts for 0.19% of the portfolio, ranked #68.

RCS Financial Planning first reported a position in DMXF in Q3 2025 and has held it in 4 quarters since. The position peaked at $370K in Q3 2025. 70 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • RCS Financial Planning held 4,113 shares of iShares ESG Advanced MSCI EAFE ETF worth $348K as of Q3 2026.
  • RCS Financial Planning bought 791 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $67.4K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.19% of RCS Financial Planning's portfolio in Q3 2026, its #68 holding.
  • RCS Financial Planning first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • RCS Financial Planning's iShares ESG Advanced MSCI EAFE ETF position peaked at $370K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.