SWP
DMXF icon

Strategic Wealth Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Strategic Wealth Partners’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 		– Hold
0
– – – 1421
2026
Q1 		– Hold
0
– – – 1437
2025
Q4 		– Sell
-16
Closed -$1.22K – 1424
2025
Q3 		$1.24K Buy
+16
New +$1.19K ﹤0.01% 1204

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

Strategic Wealth Partners's DMXF Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 0 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Strategic Wealth Partners first reported a position in DMXF in Q3 2025 and has held it in 1 quarter since. The position peaked at $1.24K in Q3 2025. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Strategic Wealth Partners held 0 shares of iShares ESG Advanced MSCI EAFE ETF worth $29 as of Q2 2026.
  • Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #1421 holding.
  • Strategic Wealth Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2025 and has held it in 1 quarter since.
  • Strategic Wealth Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.24K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.