AF
DMXF icon

Advisornet Financial’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-829
Closed -$59.7K – 2035
2024
Q3 		$59.7K Buy
829
+156
+23% +$10.8K ﹤0.01% 850
2024
Q2 		$45.4K Buy
673
+39
+6% +$2.63K ﹤0.01% 851
2024
Q1 		$43.2K Buy
634
+43
+7% +$2.82K ﹤0.01% 850
2023
Q4 		$37.8K Buy
591
+21
+4% +$1.24K ﹤0.01% 896
2023
Q3 		$32.5K Buy
570
+37
+7% +$2.21K ﹤0.01% 896
2023
Q2 		$32.5K Hold
533
– – ﹤0.01% 940
2023
Q1 		$31.8K Sell
533
-2,152
-80% -$125K ﹤0.01% 926
2022
Q4 		$146K Sell
2,685
-79
-3% -$4.09K 0.01% 543
2022
Q3 		$129K Buy
2,764
+2,238
+425% +$116K 0.01% 599
2022
Q2 		$27K Sell
526
-201
-28% -$11.3K ﹤0.01% 1031
2022
Q1 		$44K Buy
727
+545
+299% +$34.5K ﹤0.01% 1004
2021
Q4 		$13K Sell
182
-166
-48% -$11.4K ﹤0.01% 1413
2021
Q3 		$24K Buy
348
+204
+142% +$14.2K ﹤0.01% 1199
2021
Q2 		$10K Buy
144
+46
+47% +$3.12K ﹤0.01% 1410
2021
Q1 		$6K Buy
98
+59
+151% +$3.82K ﹤0.01% 1472
2020
Q4 		$2K Buy
+39
New +$2.3K ﹤0.01% 1536

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Advisornet Financial's DMXF Position: Q4 2024 in Review

Advisornet Financial sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2024, closing a stake of 829 shares — an estimated $59.7K sold.

Advisornet Financial first reported a position in DMXF in Q4 2020 and held it in 16 quarters. The position peaked at $146K in Q4 2022. 220 funds tracked by Wall St. Rank hold DMXF as of Q4 2024.

  • Advisornet Financial reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 829 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2024, an estimated $59.7K.
  • Advisornet Financial first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and held it in 16 quarters.
  • Advisornet Financial's iShares ESG Advanced MSCI EAFE ETF position peaked at $146K in Q4 2022.
  • 220 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.