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Sage Financial Management Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Sage Financial Management Group’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 		$297K Sell
3,508
-1,066
-23% -$87.2K 0.08% 52
2026
Q1 		$345K Sell
4,574
-256
-5% -$20K 0.11% 44
2025
Q4 		$363K Buy
4,830
+26
+0.5% +$1.98K 0.11% 44
2025
Q3 		$364K Hold
4,804
– – 0.12% 43
2025
Q2 		$358K Sell
4,804
-68
-1% -$4.81K 0.12% 41
2025
Q1 		$328K Buy
+4,872
New +$330K 0.12% 42

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

Sage Financial Management Group's DMXF Position: Q2 2026 in Review

Sage Financial Management Group reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 23% in Q2 2026, selling an estimated $87.2K and leaving 3,508 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #52.

Sage Financial Management Group first reported a position in DMXF in Q1 2025 and has held it in 6 quarters since. The position peaked at $364K in Q3 2025. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Sage Financial Management Group held 3,508 shares of iShares ESG Advanced MSCI EAFE ETF worth $297K as of Q2 2026.
  • Sage Financial Management Group sold 1,066 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $87.2K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.08% of Sage Financial Management Group's portfolio in Q2 2026, its #52 holding.
  • Sage Financial Management Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • Sage Financial Management Group's iShares ESG Advanced MSCI EAFE ETF position peaked at $364K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.