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 – 3657
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

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WF
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PL
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RWP
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SHJ
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SWM
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MFG
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EWM
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KFAA
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