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WealthShield Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

WealthShield Partners’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 		$10.1K Buy
119
+4
+3% +$327 ﹤0.01% 331
2026
Q1 		$8.68K Buy
+115
New +$8.99K ﹤0.01% 538
2025
Q3 		– Sell
-155
Closed -$11.5K – 571
2025
Q2 		$11.5K Sell
155
-1
-0.6% -$71 ﹤0.01% 489
2025
Q1 		$10.5K Sell
156
-626
-80% -$42.4K ﹤0.01% 480
2024
Q4 		$50.5K Buy
782
+51
+7% +$3.47K 0.01% 378
2024
Q3 		$52.7K Buy
731
+184
+34% +$12.7K 0.01% 384
2024
Q2 		$36.9K Hold
547
– – 0.01% 369
2024
Q1 		$37.3K Buy
547
+48
+10% +$3.15K 0.01% 357
2023
Q4 		$31.9K Sell
499
-27
-5% -$1.6K 0.01% 383
2023
Q3 		$30K Hold
526
– – ﹤0.01% 394
2023
Q2 		$32K Hold
526
– – ﹤0.01% 400
2023
Q1 		$31.3K Buy
+526
New +$30.5K 0.01% 399
2021
Q3 		– Sell
-537
Closed -$36K – 347
2021
Q2 		$36K Hold
537
– – 0.01% 542
2021
Q1 		$35K Buy
+537
New +$34.8K 0.01% 532

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

WealthShield Partners's DMXF Position: Q2 2026 in Review

WealthShield Partners increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 3.5% in Q2 2026, buying an estimated $327 and bringing the position to 119 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

WealthShield Partners first reported a position in DMXF in Q1 2021 and has held it in 14 quarters since. The position peaked at $52.7K in Q3 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • WealthShield Partners held 119 shares of iShares ESG Advanced MSCI EAFE ETF worth $10.1K as of Q2 2026.
  • WealthShield Partners bought 4 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $327.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #331 holding.
  • WealthShield Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and has held it in 14 quarters since.
  • WealthShield Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $52.7K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.