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Atria Wealth Solutions’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$205K Sell
2,757
-24,951
-90% -$1.76M ﹤0.01% 1379
2025
Q1 		$1.87M Sell
27,708
-26,092
-48% -$1.77M 0.02% 660
2024
Q4 		$3.48M Buy
53,800
+3,943
+8% +$268K 0.04% 459
2024
Q3 		$3.59M Buy
49,857
+12,266
+33% +$849K 0.04% 434
2024
Q2 		$2.53M Sell
37,591
-127
-0.3% -$8.58K 0.03% 556
2024
Q1 		$2.57M Sell
37,718
-820
-2% -$53.8K 0.03% 553
2023
Q4 		$2.46M Buy
38,538
+860
+2% +$50.9K 0.03% 542
2023
Q3 		$2.15M Buy
37,678
+1,358
+4% +$81.2K 0.03% 534
2023
Q2 		$2.21M Buy
36,320
+2,580
+8% +$156K 0.03% 537
2023
Q1 		$2.01M Buy
33,740
+730
+2% +$42.4K 0.03% 537
2022
Q4 		$1.79M Buy
33,010
+1,978
+6% +$102K 0.03% 555
2022
Q3 		$1.45M Buy
31,032
+492
+2% +$25.6K 0.03% 599
2022
Q2 		$1.59M Sell
30,540
-518
-2% -$29.1K 0.03% 520
2022
Q1 		$1.9M Buy
+31,058
New +$1.97M 0.03% 497

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Atria Wealth Solutions's DMXF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 90% in Q2 2025, selling an estimated $1.76M and leaving 2,757 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Atria Wealth Solutions first reported a position in DMXF in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.59M in Q3 2024. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • Atria Wealth Solutions held 2,757 shares of iShares ESG Advanced MSCI EAFE ETF worth $205K as of Q2 2025.
  • Atria Wealth Solutions sold 24,951 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $1.76M.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1379 holding.
  • Atria Wealth Solutions first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares ESG Advanced MSCI EAFE ETF position peaked at $3.59M in Q3 2024.
  • 224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.