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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
AF
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

Strategic Wealth Partners's DMXF Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q1 2026 at 0 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

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. 242 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • Strategic Wealth Partners held 0 shares of iShares ESG Advanced MSCI EAFE ETF worth $26 as of Q1 2026.
  • Strategic Wealth Partners left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1437 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.
  • 242 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.