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Steward Partners Investment Advisory’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Steward Partners Investment Advisory’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 		$1.07M Buy
12,650
+1,075
+9% +$87.9K 0.01% 1257
2026
Q1 		$873K Buy
11,575
+7,047
+156% +$551K ﹤0.01% 1237
2025
Q4 		$340K Sell
4,528
-1,195
-21% -$91.1K ﹤0.01% 1641
2025
Q3 		$433K Sell
5,723
-12,002
-68% -$894K ﹤0.01% 1454
2025
Q2 		$1.32M Sell
17,725
-1,363
-7% -$96.3K 0.01% 877
2025
Q1 		$1.29M Sell
19,088
-9,418
-33% -$638K 0.01% 809
2024
Q4 		$1.84M Buy
28,506
+4,187
+17% +$285K 0.02% 666
2024
Q3 		$1.75M Buy
24,319
+4,588
+23% +$318K 0.02% 669
2024
Q2 		$1.33M Buy
19,731
+1,319
+7% +$89.1K 0.01% 715
2024
Q1 		$1.25M Buy
18,412
+1,529
+9% +$100K 0.01% 718
2023
Q4 		$1.08M Buy
16,883
+2,057
+14% +$122K 0.01% 695
2023
Q3 		$846K Buy
14,826
+2,344
+19% +$140K 0.01% 735
2023
Q2 		$760K Buy
12,482
+725
+6% +$43.9K 0.01% 787
2023
Q1 		$701K Buy
11,757
+1,402
+14% +$81.4K 0.01% 798
2022
Q4 		$562K Buy
10,355
+3,040
+42% +$157K 0.01% 868
2022
Q3 		$341K Buy
7,315
+199
+3% +$10.4K 0.01% 993
2022
Q2 		$371K Sell
7,116
-142
-2% -$7.99K 0.01% 953
2022
Q1 		$443K Buy
7,258
+4,404
+154% +$279K 0.01% 967
2021
Q4 		$196K Sell
2,854
-11
-0.4% -$758 ﹤0.01% 1322
2021
Q3 		$194K Buy
2,865
+431
+18% +$30K ﹤0.01% 1285
2021
Q2 		$165K Sell
2,434
-201
-8% -$13.6K ﹤0.01% 1686
2021
Q1 		$171K Buy
2,635
+1,904
+260% +$123K ﹤0.01% 1368
2020
Q4 		$46K Buy
+731
New +$43K ﹤0.01% 1705

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

Steward Partners Investment Advisory's DMXF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 9.3% in Q2 2026, buying an estimated $87.9K and bringing the position to 12,650 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1257.

Steward Partners Investment Advisory first reported a position in DMXF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.84M in Q4 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Steward Partners Investment Advisory held 12,650 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.07M as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,075 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $87.9K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1257 holding.
  • Steward Partners Investment Advisory first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.84M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.