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

Sagespring 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 		$501K Buy
5,919
+152
+3% +$12.4K 0.01% 526
2026
Q1 		$435K Buy
+5,767
New +$451K 0.01% 542
2025
Q3 		– Sell
-6,841
Closed -$509K – 740
2025
Q2 		$509K Buy
6,841
+195
+3% +$13.8K 0.01% 435
2025
Q1 		$448K Sell
6,646
-4,082
-38% -$277K 0.01% 416
2024
Q4 		$693K Buy
+10,728
New +$729K 0.02% 281

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

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

Sagespring Wealth Partners increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 5,919 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #526.

Sagespring Wealth Partners first reported a position in DMXF in Q4 2024 and has held it in 5 quarters since. The position peaked at $693K in Q4 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Sagespring Wealth Partners held 5,919 shares of iShares ESG Advanced MSCI EAFE ETF worth $501K as of Q2 2026.
  • Sagespring Wealth Partners bought 152 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $12.4K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #526 holding.
  • Sagespring Wealth Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $693K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.