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 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%	+$2.85K	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

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RKL Wealth Management's DMXF Position: Q2 2026 in Review

RKL Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.2% in Q2 2026, buying an estimated $2.78K and bringing the position to 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 10 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

RKL Wealth Management held 2,867 shares of iShares ESG Advanced MSCI EAFE ETF worth $243K as of Q2 2026.
RKL Wealth Management bought 34 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $2.78K.
iShares ESG Advanced MSCI EAFE ETF made up 0.02% of RKL Wealth Management's portfolio in Q2 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 10 quarters since.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.