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 Q3	$243K	Hold	2,867	–	–	0.02%	177
2026 Q2	$243K	Buy	2,867 +34	+1%	+$2.78K	0.02%	177
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%	+$2.86K	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

Other funds holding DMXF

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

RKL Wealth Management's DMXF Position: Q3 2026 in Review

RKL Wealth Management held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q3 2026 at 2,867 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #177.

RKL Wealth Management first reported a position in DMXF in Q4 2023 and has held it in 11 quarters since. 78 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

RKL Wealth Management held 2,867 shares of iShares ESG Advanced MSCI EAFE ETF worth $243K as of Q3 2026.
RKL Wealth Management left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q3 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.02% of RKL Wealth Management's portfolio in Q3 2026, its #177 holding.
RKL Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
78 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.