RA
DMXF icon

RFG Advisory’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

RFG Advisory’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 		$604K Sell
7,144
-504
-7% -$41.2K 0.01% 738
2026
Q1 		$577K Buy
7,648
+4,766
+165% +$373K 0.01% 689
2025
Q4 		$217K Sell
2,882
-5,245
-65% -$400K ﹤0.01% 925
2025
Q3 		$616K Sell
8,127
-948
-10% -$70.6K 0.01% 600
2025
Q2 		$676K Sell
9,075
-149
-2% -$10.5K 0.02% 529
2025
Q1 		$621K Sell
9,224
-1,900
-17% -$129K 0.02% 509
2024
Q4 		$719K Buy
11,124
+4,808
+76% +$327K 0.02% 433
2024
Q3 		$455K Buy
+6,316
New +$437K 0.01% 533
2022
Q2 		– Sell
-5,516
Closed -$336K – 567
2022
Q1 		$336K Buy
+5,516
New +$350K 0.02% 394

Other funds holding DMXF

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return