XPN
DMXF icon

XY Planning Network’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

XY Planning Network’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 		– Sell
-24,815
Closed -$1.9M – 344
2026
Q1 		$1.9M Buy
24,815
+796
+3% +$62.2K 0.3% 80
2025
Q4 		$1.81M Buy
24,019
+3,182
+15% +$243K 0.31% 79
2025
Q3 		$1.55M Hold
20,837
– – 0.53% 52
2025
Q2 		$1.55M Sell
20,837
-1,204
-5% -$85.1K 0.53% 52
2025
Q1 		$1.48M Sell
22,041
-903
-4% -$61.2K 0.99% 27
2024
Q4 		$1.48M Buy
+22,944
New +$1.56M 1.11% 30

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

XY Planning Network's DMXF Position: Q2 2026 in Review

XY Planning Network sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2026, closing a stake of 24,815 shares — an estimated $1.9M sold.

XY Planning Network first reported a position in DMXF in Q4 2024 and held it in 6 quarters. The position peaked at $1.9M in Q1 2026. 262 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • XY Planning Network reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • XY Planning Network sold 24,815 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $1.9M.
  • XY Planning Network first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and held it in 6 quarters.
  • XY Planning Network's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.9M in Q1 2026.
  • 262 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.