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 Q3	$683K	Buy	8,073 +2,154	+36%	+$184K	0.01%	459
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

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

Sagespring Wealth Partners's DMXF Position: Q3 2026 in Review

Sagespring Wealth Partners increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 36% in Q3 2026, buying an estimated $184K and bringing the position to 8,073 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #459.

Sagespring Wealth Partners first reported a position in DMXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $693K in Q4 2024. 155 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Sagespring Wealth Partners held 8,073 shares of iShares ESG Advanced MSCI EAFE ETF worth $683K as of Q3 2026.
Sagespring Wealth Partners bought 2,154 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $184K.
iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #459 holding.
Sagespring Wealth Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $693K in Q4 2024.
155 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.