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Smartleaf Asset Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Smartleaf Asset Management’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 		$420 Hold
5
– – ﹤0.01% 3225
2026
Q1 		$364 Hold
5
– – ﹤0.01% 3266
2025
Q4 		$379 Sell
5
-8
-62% -$610 ﹤0.01% 3294
2025
Q3 		$980 Sell
13
-17
-57% -$1.27K ﹤0.01% 2753
2025
Q2 		$2.23K Buy
30
+5
+20% +$353 ﹤0.01% 2307
2025
Q1 		$1.69K Buy
+25
New +$1.69K ﹤0.01% 2506

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

Smartleaf Asset Management's DMXF Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 5 shares worth $420. The position accounts for ﹤0.01% of the portfolio, ranked #3225.

Smartleaf Asset Management first reported a position in DMXF in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.23K in Q2 2025. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Smartleaf Asset Management held 5 shares of iShares ESG Advanced MSCI EAFE ETF worth $420 as of Q2 2026.
  • Smartleaf Asset Management left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3225 holding.
  • Smartleaf Asset Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • Smartleaf Asset Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.23K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.