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Regal Investment Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Regal Investment 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 		$463K Buy
5,469
+58
+1% +$4.74K 0.02% 483
2026
Q1 		$408K Buy
+5,411
New +$423K 0.02% 475
2025
Q3 		– Sell
-7,832
Closed -$583K – 520
2025
Q2 		$583K Sell
7,832
-524
-6% -$37K 0.04% 324
2025
Q1 		$563K Sell
8,356
-3,658
-30% -$248K 0.05% 302
2024
Q4 		$776K Buy
12,014
+1,409
+13% +$95.8K 0.06% 260
2024
Q3 		$764K Buy
10,605
+2,829
+36% +$196K 0.05% 280
2024
Q2 		$524K Buy
7,776
+317
+4% +$21.4K 0.03% 344
2024
Q1 		$508K Buy
7,459
+437
+6% +$28.7K 0.03% 360
2023
Q4 		$449K Sell
7,022
-138
-2% -$8.16K 0.03% 347
2023
Q3 		$409K Buy
7,160
+297
+4% +$17.7K 0.03% 327
2023
Q2 		$418K Buy
6,863
+122
+2% +$7.39K 0.04% 327
2023
Q1 		$402K Sell
6,741
-857
-11% -$49.7K 0.04% 327
2022
Q4 		$412K Buy
7,598
+337
+5% +$17.4K 0.04% 313
2022
Q3 		$338K Buy
7,261
+381
+6% +$19.8K 0.04% 336
2022
Q2 		$359K Sell
6,880
-728
-10% -$41K 0.04% 339
2022
Q1 		$464K Buy
7,608
+459
+6% +$29.1K 0.04% 321
2021
Q4 		$492K Buy
7,149
+1,745
+32% +$120K 0.04% 335
2021
Q3 		$366K Buy
5,404
+1,099
+26% +$76.4K 0.04% 378
2021
Q2 		$291K Buy
+4,305
New +$292K 0.03% 428

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

Regal Investment Advisors's DMXF Position: Q2 2026 in Review

Regal Investment Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.1% in Q2 2026, buying an estimated $4.74K and bringing the position to 5,469 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #483.

Regal Investment Advisors first reported a position in DMXF in Q2 2021 and has held it in 19 quarters since. The position peaked at $776K in Q4 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Regal Investment Advisors held 5,469 shares of iShares ESG Advanced MSCI EAFE ETF worth $463K as of Q2 2026.
  • Regal Investment Advisors bought 58 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $4.74K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #483 holding.
  • Regal Investment Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and has held it in 19 quarters since.
  • Regal Investment Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $776K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.