WealthGarden F.S.’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

WealthGarden F.S.’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	$316K	Sell	3,736 -111	-3%	-$9.07K	0.18%	133
2026 Q1	$290K	Buy	+3,847	New	+$301K	0.2%	128
2025 Q3	–	Sell	-4,703	Closed	-$338K	–	151
2025 Q2	$338K	Sell	4,703 -305	-6%	-$21.6K	0.28%	95
2025 Q1	$337K	Sell	5,008 -1,432	-22%	-$97.1K	0.32%	92
2024 Q4	$416K	Buy	6,440 +924	+17%	+$62.8K	0.39%	79
2024 Q3	$397K	Buy	5,516 +865	+19%	+$59.9K	0.39%	76
2024 Q2	$314K	Buy	+4,651	New	+$314K	0.33%	86

Other funds holding DMXF

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

VAF

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

WealthGarden F.S.'s DMXF Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2.9% in Q2 2026, selling an estimated $9.07K and leaving 3,736 shares worth $316K. The position accounts for 0.18% of the portfolio, ranked #133.

WealthGarden F.S. first reported a position in DMXF in Q2 2024 and has held it in 7 quarters since. The position peaked at $416K in Q4 2024. 110 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

WealthGarden F.S. held 3,736 shares of iShares ESG Advanced MSCI EAFE ETF worth $316K as of Q2 2026.
WealthGarden F.S. sold 111 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $9.07K.
iShares ESG Advanced MSCI EAFE ETF made up 0.18% of WealthGarden F.S.'s portfolio in Q2 2026, its #133 holding.
WealthGarden F.S. first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
WealthGarden F.S.'s iShares ESG Advanced MSCI EAFE ETF position peaked at $416K in Q4 2024.
110 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.