Spectrum Planning & Advisory Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Spectrum Planning & Advisory Services’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 Q1	–	Sell	-2,687	Closed	-$202K	–	117
2025 Q4	$202K	Buy	2,687 +2	+0.1%	+$153	0.1%	112
2025 Q3	$203K	Buy	+2,685	New	+$200K	0.11%	103
2025 Q2	–	Sell	-4,075	Closed	-$274K	–	96
2025 Q1	$274K	Buy	4,075 +345	+9%	+$23.4K	0.23%	56
2024 Q4	$241K	Buy	3,730 +55	+1%	+$3.74K	0.21%	56
2024 Q3	$265K	Buy	+3,675	New	+$254K	0.25%	47

Other funds holding DMXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Spectrum Planning & Advisory Services's DMXF Position: Q1 2026 in Review

Spectrum Planning & Advisory Services sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2026, closing a stake of 2,687 shares — an estimated $202K sold.

Spectrum Planning & Advisory Services first reported a position in DMXF in Q3 2024 and held it in 5 quarters. The position peaked at $274K in Q1 2025. 242 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

Spectrum Planning & Advisory Services reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 2,687 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2026, an estimated $202K.
Spectrum Planning & Advisory Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and held it in 5 quarters.
Spectrum Planning & Advisory Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $274K in Q1 2025.
242 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.