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Summit Wealth Group (Colorado)’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.13M Sell
13,390
-77
-0.6% -$6.29K 0.09% 120
2026
Q1 		$1.02M Buy
13,467
+160
+1% +$12.5K 0.11% 106
2025
Q4 		$1M Buy
+13,307
New +$1.01M 0.13% 98

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

Summit Wealth Group (Colorado)'s DMXF Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.57% in Q2 2026, selling an estimated $6.29K and leaving 13,390 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #120.

Summit Wealth Group (Colorado) first reported a position in DMXF in Q4 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Summit Wealth Group (Colorado) held 13,390 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.13M as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 77 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $6.29K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.09% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #120 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.