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World Investment Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

World Investment Advisors’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 		$485K Hold
6,390
– – 0.01% 977
2026
Q1 		$482K Buy
+6,390
New +$500K 0.01% 1004
2025
Q3 		– Sell
-7,560
Closed -$563K – 1247
2025
Q2 		$563K Sell
7,560
-147
-2% -$10.4K 0.01% 694
2025
Q1 		$519K Sell
7,707
-2,608
-25% -$177K 0.01% 686
2024
Q4 		$667K Buy
10,315
+970
+10% +$65.9K 0.02% 577
2024
Q3 		$673K Buy
9,345
+1,538
+20% +$106K 0.02% 505
2024
Q2 		$526K Buy
7,807
+138
+2% +$9.32K 0.03% 391
2024
Q1 		$523K Buy
7,669
+198
+3% +$13K 0.07% 212
2023
Q4 		$477K Buy
7,471
+453
+6% +$26.8K 0.06% 228
2023
Q3 		$401K Buy
7,018
+125
+2% +$7.47K 0.08% 164
2023
Q2 		$420K Sell
6,893
-382
-5% -$23.1K 0.08% 152
2023
Q1 		$433K Buy
7,275
+2,114
+41% +$123K 0.09% 146
2022
Q4 		$280K Buy
5,161
+608
+13% +$31.5K 0.06% 182
2022
Q3 		$212K Buy
4,553
+893
+24% +$46.5K 0.05% 222
2022
Q2 		$200K Buy
+3,660
New +$206K 0.04% 251

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

World Investment Advisors's DMXF Position: Q2 2026 in Review

World Investment Advisors held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q2 2026 at 6,390 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #977.

World Investment Advisors first reported a position in DMXF in Q2 2022 and has held it in 15 quarters since. The position peaked at $673K in Q3 2024. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • World Investment Advisors held 6,390 shares of iShares ESG Advanced MSCI EAFE ETF worth $485K as of Q2 2026.
  • World Investment Advisors left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #977 holding.
  • World Investment Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2022 and has held it in 15 quarters since.
  • World Investment Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $673K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.