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Tucker Asset Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Tucker Asset Management’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 		– Sell
-12
Closed -$902 – 540
2025
Q4 		$902 Buy
+12
New +$915 ﹤0.01% 952
2025
Q1 		– Sell
-12
Closed -$775 – 455
2024
Q4 		$775 Hold
12
– – ﹤0.01% 1365
2024
Q3 		$864 Hold
12
– – ﹤0.01% 1297
2024
Q2 		$809 Buy
+12
New +$810 ﹤0.01% 1478

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Tucker Asset Management's DMXF Position: Q1 2026 in Review

Tucker Asset Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2026, closing a stake of 12 shares — an estimated $902 sold.

Tucker Asset Management first reported a position in DMXF in Q2 2024 and held it in 4 quarters. The position peaked at $902 in Q4 2025. 245 funds tracked by Wall St. Rank hold DMXF as of Q1 2026.

  • Tucker Asset Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 12 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2026, an estimated $902.
  • Tucker Asset Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2024 and held it in 4 quarters.
  • Tucker Asset Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $902 in Q4 2025.
  • 245 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.