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Revolve Wealth Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Revolve Wealth Partners’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 		$1.49M Sell
17,654
-483
-3% -$39.5K 0.15% 87
2026
Q1 		$1.37M Sell
18,137
-105
-0.6% -$8.21K 0.18% 74
2025
Q4 		$1.37M Buy
18,242
+993
+6% +$75.7K 0.16% 74
2025
Q3 		$1.31M Sell
17,249
-80
-0.5% -$5.96K 0.16% 71
2025
Q2 		$1.29M Sell
17,329
-120
-0.7% -$8.48K 0.17% 68
2025
Q1 		$1.17M Buy
17,449
+1,279
+8% +$86.7K 0.17% 72
2024
Q4 		$1.04M Buy
16,170
+1,641
+11% +$112K 0.15% 74
2024
Q3 		$1.05M Buy
14,529
+1,259
+9% +$87.2K 0.16% 73
2024
Q2 		$895K Buy
13,270
+2,651
+25% +$179K 0.15% 71
2024
Q1 		$723K Buy
10,619
+2,981
+39% +$196K 0.12% 83
2023
Q4 		$488K Buy
+7,638
New +$452K 0.09% 96

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

Revolve Wealth Partners's DMXF Position: Q2 2026 in Review

Revolve Wealth Partners reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2.7% in Q2 2026, selling an estimated $39.5K and leaving 17,654 shares worth $1.49M. The position accounts for 0.15% of the portfolio, ranked #87.

Revolve Wealth Partners first reported a position in DMXF in Q4 2023 and has held it in 11 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Revolve Wealth Partners held 17,654 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.49M as of Q2 2026.
  • Revolve Wealth Partners sold 483 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $39.5K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.15% of Revolve Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Revolve Wealth Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.