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RWA Wealth Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

RWA 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 		$12.9M Buy
152,267
+3,070
+2% +$251K 0.12% 100
2026
Q1 		$11.3M Buy
149,197
+4,091
+3% +$320K 0.12% 97
2025
Q4 		$10.9M Buy
145,106
+14,635
+11% +$1.12M 0.12% 103
2025
Q3 		$9.88M Buy
130,471
+1,295
+1% +$96.4K 0.11% 111
2025
Q2 		$9.62M Buy
129,176
+30,902
+31% +$2.18M 0.12% 109
2025
Q1 		$6.62M Sell
98,274
-3,288
-3% -$223K 0.08% 130
2024
Q4 		$6.56M Buy
101,562
+1,811
+2% +$123K 0.08% 132
2024
Q3 		$7.19M Sell
99,751
-4,376
-4% -$303K 0.09% 125
2024
Q2 		$7.02M Buy
104,127
+7,863
+8% +$531K 0.09% 119
2024
Q1 		$6.56M Buy
96,264
+109
+0.1% +$7.15K 0.09% 126
2023
Q4 		$6.14M Sell
96,155
-30,098
-24% -$1.78M 0.09% 121
2023
Q3 		$7.21M Sell
126,253
-518
-0.4% -$31K 0.16% 67
2023
Q2 		$7.72M Buy
126,771
+4,791
+4% +$290K 0.17% 58
2023
Q1 		$7.27M Sell
121,980
-1,104
-0.9% -$64.1K 0.17% 49
2022
Q4 		$7.03M Buy
123,084
+11,088
+10% +$574K 0.17% 56
2022
Q3 		$5.22M Buy
+111,996
New +$5.83M 0.37% 63

Other funds holding DMXF

NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return
Envestnet Asset Management
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RWA Wealth Partners's DMXF Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2.1% in Q2 2026, buying an estimated $251K and bringing the position to 152,267 shares worth $12.9M. The position accounts for 0.12% of the portfolio, ranked #100.

RWA Wealth Partners first reported a position in DMXF in Q3 2022 and has held it in 16 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • RWA Wealth Partners held 152,267 shares of iShares ESG Advanced MSCI EAFE ETF worth $12.9M as of Q2 2026.
  • RWA Wealth Partners bought 3,070 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $251K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.12% of RWA Wealth Partners's portfolio in Q2 2026, its #100 holding.
  • RWA Wealth Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.