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West Wealth Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

West Wealth Group’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 		$273K Buy
3,223
+216
+7% +$17.7K 0.04% 124
2026
Q1 		$227K Sell
3,007
-78
-3% -$6.1K 0.04% 122
2025
Q4 		$232K Buy
3,085
+36
+1% +$2.75K 0.05% 116
2025
Q3 		$233K Sell
3,049
-70
-2% -$5.21K 0.05% 114
2025
Q2 		$227K Sell
3,119
-3
-0.1% -$212 0.06% 104
2025
Q1 		$210K Sell
3,122
-2,577
-45% -$175K 0.06% 92
2024
Q4 		$368K Buy
5,699
+955
+20% +$64.9K 0.11% 61
2024
Q3 		$342K Buy
4,744
+823
+21% +$57K 0.11% 60
2024
Q2 		$264K Sell
3,921
-99
-2% -$6.69K 0.09% 67
2024
Q1 		$274K Buy
4,020
+71
+2% +$4.66K 0.1% 65
2023
Q4 		$252K Buy
3,949
+103
+3% +$6.09K 0.1% 69
2023
Q3 		$220K Buy
3,846
+269
+8% +$16.1K 0.1% 67
2023
Q2 		$218K Sell
3,577
-23
-0.6% -$1.39K 0.09% 65
2023
Q1 		$215K Sell
3,600
-134
-4% -$7.78K 0.1% 64
2022
Q4 		$203K Buy
+3,734
New +$193K 0.1% 72
2022
Q2 		– Sell
-3,522
Closed -$214K – 69
2022
Q1 		$214K Buy
+3,522
New +$223K 0.09% 60

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

West Wealth Group's DMXF Position: Q2 2026 in Review

West Wealth Group increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 7.2% in Q2 2026, buying an estimated $17.7K and bringing the position to 3,223 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #124.

West Wealth Group first reported a position in DMXF in Q1 2022 and has held it in 16 quarters since. The position peaked at $368K in Q4 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • West Wealth Group held 3,223 shares of iShares ESG Advanced MSCI EAFE ETF worth $273K as of Q2 2026.
  • West Wealth Group bought 216 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $17.7K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.04% of West Wealth Group's portfolio in Q2 2026, its #124 holding.
  • West Wealth Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2022 and has held it in 16 quarters since.
  • West Wealth Group's iShares ESG Advanced MSCI EAFE ETF position peaked at $368K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.