Wealth Enhancement Advisory Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$683K	Buy	8,164 +28	+0.3%	+$2.39K	﹤0.01%	2506
2026 Q2	$688K	Buy	+8,136	New	+$665K	﹤0.01%	2391
2026 Q1	–	Sell	-3,292	Closed	-$255K	–	3656
2025 Q4	$255K	Sell	3,292 -1,473	-31%	-$112K	﹤0.01%	3064
2025 Q3	$366K	Sell	4,765 -12	-0.3%	-$893	﹤0.01%	2618
2025 Q2	$356K	Buy	+4,777	New	+$338K	﹤0.01%	2492
2025 Q1	–	Sell	-4,125	Closed	-$267K	–	3023
2024 Q4	$267K	Buy	+4,125	New	+$280K	﹤0.01%	2472

Other funds holding DMXF

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services's DMXF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.34% in Q3 2026, buying an estimated $2.39K and bringing the position to 8,164 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

Wealth Enhancement Advisory Services first reported a position in DMXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $688K in Q2 2026. 95 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Wealth Enhancement Advisory Services held 8,164 shares of iShares ESG Advanced MSCI EAFE ETF worth $683K as of Q3 2026.
Wealth Enhancement Advisory Services bought 28 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $2.39K.
iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2506 holding.
Wealth Enhancement Advisory Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $688K in Q2 2026.
95 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.