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SOA Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

SOA Wealth Advisors’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 		$290K Buy
3,434
+5
+0.1% +$409 0.05% 174
2026
Q1 		$259K Hold
3,429
– – 0.05% 170
2025
Q4 		$258K Buy
3,429
+13
+0.4% +$992 0.04% 177
2025
Q3 		$259K Buy
3,416
+58
+2% +$4.32K 0.04% 179
2025
Q2 		$250K Buy
3,358
+3
+0.1% +$212 0.05% 177
2025
Q1 		$226K Hold
3,355
– – 0.05% 172
2024
Q4 		$217K Buy
3,355
+272
+9% +$18.5K 0.04% 175
2024
Q3 		$222K Buy
3,083
+10
+0.3% +$692 0.04% 175
2024
Q2 		$207K Hold
3,073
– – 0.04% 178
2024
Q1 		$209K Hold
3,073
– – 0.04% 176
2023
Q4 		$196K Buy
3,073
+169
+6% +$10K 0.04% 177
2023
Q3 		$166K Hold
2,904
– – 0.04% 183
2023
Q2 		$177K Hold
2,904
– – 0.04% 175
2023
Q1 		$173K Buy
2,904
+490
+20% +$28.4K 0.04% 169
2022
Q4 		$131K Buy
2,414
+1,727
+251% +$89.4K 0.04% 193
2022
Q3 		$32K Buy
687
+203
+42% +$10.6K 0.01% 311
2022
Q2 		$25K Buy
+484
New +$27.2K 0.01% 347

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

SOA Wealth Advisors's DMXF Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.15% in Q2 2026, buying an estimated $409 and bringing the position to 3,434 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #174.

SOA Wealth Advisors first reported a position in DMXF in Q2 2022 and has held it in 17 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • SOA Wealth Advisors held 3,434 shares of iShares ESG Advanced MSCI EAFE ETF worth $290K as of Q2 2026.
  • SOA Wealth Advisors bought 5 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $409.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.05% of SOA Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • SOA Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.