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 Q3	$1.77M	Buy	+20,946	New	+$1.79M	0.19%	105
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

SRB

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

XY Planning Network's DMXF Position: Q3 2026 in Review

XY Planning Network opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2026: 20,946 shares worth $1.77M. The stake represents 0.19% of the portfolio and ranks #105 among its holdings. This is a return to the name: XY Planning Network previously reported a position in DMXF as recently as Q1 2026.

XY Planning Network first reported a position in DMXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q1 2026. 23 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

XY Planning Network held 20,946 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.77M as of Q3 2026.
iShares ESG Advanced MSCI EAFE ETF was a new XY Planning Network position in Q3 2026.
iShares ESG Advanced MSCI EAFE ETF made up 0.19% of XY Planning Network's portfolio in Q3 2026, its #105 holding.
XY Planning Network first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.9M in Q1 2026.
23 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.