RWM
DMXF icon

RKL Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

RKL Wealth Management’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
Q1 		$214K Hold
2,833
– – 0.02% 174
2025
Q4 		$213K Buy
2,833
+92
+3% +$7.02K 0.02% 176
2025
Q3 		$208K Hold
2,741
– – 0.02% 173
2025
Q2 		$204K Buy
+2,741
New +$194K 0.02% 173
2025
Q1 		– Sell
-3,138
Closed -$203K – 175
2024
Q4 		$203K Buy
3,138
+42
+1% +$2.85K 0.02% 171
2024
Q3 		$223K Hold
3,096
– – 0.02% 150
2024
Q2 		$209K Buy
3,096
+46
+2% +$3.11K 0.02% 142
2024
Q1 		$208K Sell
3,050
-125
-4% -$8.2K 0.02% 153
2023
Q4 		$203K Buy
+3,175
New +$188K 0.02% 149

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