SWP
DMXF icon

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

Stratos 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 		$1.3M Buy
15,382
+1,720
+13% +$141K 0.01% 749
2026
Q1 		$1.03M Buy
13,662
+2,822
+26% +$221K 0.01% 788
2025
Q4 		$815K Buy
10,840
+945
+10% +$72.1K 0.01% 849
2025
Q3 		$749K Buy
9,895
+98
+1% +$7.3K 0.01% 868
2025
Q2 		$729K Sell
9,797
-472
-5% -$33.4K 0.01% 805
2025
Q1 		$692K Sell
10,269
-2,184
-18% -$148K 0.01% 779
2024
Q4 		$805K Buy
12,453
+4,174
+50% +$284K 0.01% 774
2024
Q3 		$596K Sell
8,279
-53
-0.6% -$3.67K 0.01% 872
2024
Q2 		$562K Buy
8,332
+40
+0.5% +$2.7K 0.01% 862
2024
Q1 		$565K Sell
8,292
-733
-8% -$48.1K 0.01% 847
2023
Q4 		$577K Sell
9,025
-116
-1% -$6.86K 0.01% 823
2023
Q3 		$522K Buy
9,141
+2,637
+41% +$158K 0.01% 807
2023
Q2 		$396K Buy
6,504
+522
+9% +$31.6K 0.01% 854
2023
Q1 		$356K Buy
+5,982
New +$347K 0.01% 808

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

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

Stratos Wealth Partners increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 13% in Q2 2026, buying an estimated $141K and bringing the position to 15,382 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #749.

Stratos Wealth Partners first reported a position in DMXF in Q1 2023 and has held it in 14 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Stratos Wealth Partners held 15,382 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.3M as of Q2 2026.
  • Stratos Wealth Partners bought 1,720 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $141K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #749 holding.
  • Stratos Wealth Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.