RFP
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
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

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

RCS Financial Planning's DMXF Position: Q2 2026 in Review

RCS Financial Planning reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2.2% in Q2 2026, selling an estimated $6.05K and leaving 3,322 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #93.

RCS Financial Planning first reported a position in DMXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $370K in Q3 2025. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • RCS Financial Planning held 3,322 shares of iShares ESG Advanced MSCI EAFE ETF worth $281K as of Q2 2026.
  • RCS Financial Planning sold 74 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $6.05K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.13% of RCS Financial Planning's portfolio in Q2 2026, its #93 holding.
  • RCS Financial Planning first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • RCS Financial Planning's iShares ESG Advanced MSCI EAFE ETF position peaked at $370K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.