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	0.16%	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

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

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

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return