West Wealth Group
DMXF icon

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
Q3 		$256K Sell
3,026
-197
-6% -$16.8K 0.04% 130
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

CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
SRB
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

West Wealth Group's DMXF Position: Q3 2026 in Review

West Wealth Group reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 6.1% in Q3 2026, selling an estimated $16.8K and leaving 3,026 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #130.

West Wealth Group first reported a position in DMXF in Q1 2022 and has held it in 17 quarters since. The position peaked at $368K in Q4 2024. 47 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

  • West Wealth Group held 3,026 shares of iShares ESG Advanced MSCI EAFE ETF worth $256K as of Q3 2026.
  • West Wealth Group sold 197 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $16.8K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.04% of West Wealth Group's portfolio in Q3 2026, its #130 holding.
  • West Wealth Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
  • West Wealth Group's iShares ESG Advanced MSCI EAFE ETF position peaked at $368K in Q4 2024.
  • 47 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.