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Transamerica Financial Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Transamerica Financial Advisors’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 		$98K Buy
1,158
+600
+108% +$49.1K 0.01% 586
2026
Q1 		$42.1K Buy
558
+530
+1,893% +$41.4K ﹤0.01% 671
2025
Q4 		$2.14K Sell
28
-8
-22% -$610 ﹤0.01% 1118
2025
Q3 		$2.69K Buy
+36
New +$2.68K ﹤0.01% 990

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 22.9% 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 19.28% 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

Transamerica Financial Advisors's DMXF Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 108% in Q2 2026, buying an estimated $49.1K and bringing the position to 1,158 shares worth $98K. The position accounts for 0.01% of the portfolio, ranked #586.

Transamerica Financial Advisors first reported a position in DMXF in Q3 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Transamerica Financial Advisors held 1,158 shares of iShares ESG Advanced MSCI EAFE ETF worth $98K as of Q2 2026.
  • Transamerica Financial Advisors bought 600 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $49.1K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #586 holding.
  • Transamerica Financial Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.