Wealth Enhancement Advisory Services
DMXF icon

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
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

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

Wealth Enhancement Advisory Services's DMXF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026: 8,136 shares worth $688K. The stake represents ﹤0.01% of the portfolio and ranks #2391 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in DMXF as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in DMXF in Q4 2024 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,136 shares of iShares ESG Advanced MSCI EAFE ETF worth $688K as of Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2391 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.