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

Walkner Condon 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 		$4.1M Sell
48,437
-602
-1% -$49.2K 0.47% 45
2026
Q1 		$3.7M Buy
49,039
+1,237
+3% +$96.7K 0.49% 48
2025
Q4 		$3.59M Buy
47,802
+3,920
+9% +$299K 0.5% 44
2025
Q3 		$3.32M Buy
43,882
+259
+0.6% +$19.3K 0.53% 44
2025
Q2 		$3.25M Buy
43,623
+979
+2% +$69.2K 0.6% 43
2025
Q1 		$2.87M Buy
42,644
+1,573
+4% +$107K 0.58% 43
2024
Q4 		$2.65M Buy
41,071
+317
+0.8% +$21.6K 0.54% 51
2024
Q3 		$2.94M Sell
40,754
-5,701
-12% -$395K 0.6% 43
2024
Q2 		$3.13M Buy
46,455
+112
+0.2% +$7.56K 0.68% 41
2024
Q1 		$3.16M Sell
46,343
-107
-0.2% -$7.02K 0.67% 41
2023
Q4 		$2.97M Buy
46,450
+3,564
+8% +$211K 0.68% 37
2023
Q3 		$2.45M Sell
42,886
-767
-2% -$45.8K 0.65% 39
2023
Q2 		$2.66M Sell
43,653
-195
-0.4% -$11.8K 0.7% 37
2023
Q1 		$2.61M Buy
43,848
+397
+0.9% +$23K 0.73% 34
2022
Q4 		$2.36M Buy
43,451
+3,982
+10% +$206K 0.71% 36
2022
Q3 		$1.84M Buy
39,469
+1,757
+5% +$91.5K 0.59% 39
2022
Q2 		$1.97M Buy
37,712
+2,033
+6% +$114K 0.62% 38
2022
Q1 		$2.18M Buy
35,679
+22,622
+173% +$1.43M 0.62% 39
2021
Q4 		$898K Buy
+13,057
New +$899K 0.58% 49
2021
Q3 		– Sell
-23,033
Closed -$1.56M – 149
2021
Q2 		$1.56M Buy
23,033
+16,979
+280% +$1.15M 0.57% 41
2021
Q1 		$393K Buy
+6,054
New +$392K 0.15% 113

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

Walkner Condon Financial Advisors's DMXF Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1.2% in Q2 2026, selling an estimated $49.2K and leaving 48,437 shares worth $4.1M. The position accounts for 0.47% of the portfolio, ranked #45.

Walkner Condon Financial Advisors first reported a position in DMXF in Q1 2021 and has held it in 21 quarters since. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Walkner Condon Financial Advisors held 48,437 shares of iShares ESG Advanced MSCI EAFE ETF worth $4.1M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 602 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $49.2K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.47% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.