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Twin Peaks Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Twin Peaks Wealth 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 		– Sell
-609
Closed -$45.9K – 747
2026
Q1 		$45.9K Buy
+609
New +$47.6K 0.01% 457
2025
Q3 		– Sell
-905
Closed -$67.4K – 667
2025
Q2 		$67.4K Buy
+905
New +$64K 0.02% 295

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

Twin Peaks Wealth Advisors's DMXF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026, closing a stake of 609 shares — an estimated $45.9K sold.

Twin Peaks Wealth Advisors first reported a position in DMXF in Q2 2025 and held it in 2 quarters. The position peaked at $67.4K in Q2 2025. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 609 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $45.9K.
  • Twin Peaks Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $67.4K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.