SAI
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Savvy Advisors Inc’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Savvy Advisors Inc’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 		$390K Buy
4,610
+744
+19% +$60.8K 0.01% 881
2026
Q1 		$292K Sell
3,866
-180
-4% -$14.1K 0.01% 886
2025
Q4 		$304K Buy
4,046
+102
+3% +$7.78K 0.01% 764
2025
Q3 		$299K Buy
3,944
+7
+0.2% +$521 0.01% 622
2025
Q2 		$293K Sell
3,937
-378
-9% -$26.7K 0.02% 499
2025
Q1 		$291K Sell
4,315
-396
-8% -$26.8K 0.03% 400
2024
Q4 		$304K Buy
+4,711
New +$320K 0.04% 339

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 22.9% 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 19.28% 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

Savvy Advisors Inc's DMXF Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 19% in Q2 2026, buying an estimated $60.8K and bringing the position to 4,610 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #881.

Savvy Advisors Inc first reported a position in DMXF in Q4 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Savvy Advisors Inc held 4,610 shares of iShares ESG Advanced MSCI EAFE ETF worth $390K as of Q2 2026.
  • Savvy Advisors Inc bought 744 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $60.8K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #881 holding.
  • Savvy Advisors Inc first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.