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Austin Private Wealth’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Austin Private Wealth’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
Q3 		– Sell
-11,528
Closed -$858K – 316
2025
Q2 		$858K Sell
11,528
-37
-0.3% -$2.62K 0.07% 121
2025
Q1 		$779K Sell
11,565
-4,469
-28% -$303K 0.07% 119
2024
Q4 		$1.04M Buy
16,034
+1,573
+11% +$107K 0.1% 81
2024
Q3 		$1.04M Buy
14,461
+2,416
+20% +$167K 0.1% 80
2024
Q2 		$812K Buy
12,045
+59
+0.5% +$3.98K 0.09% 85
2024
Q1 		$814K Buy
11,986
+1,091
+10% +$71.6K 0.09% 82
2023
Q4 		$696K Buy
10,895
+624
+6% +$36.9K 0.09% 80
2023
Q3 		$586K Buy
10,271
+130
+1% +$7.77K 0.08% 78
2023
Q2 		$618K Buy
10,141
+519
+5% +$31.4K 0.09% 79
2023
Q1 		$573K Sell
9,622
-1,290
-12% -$74.9K 0.09% 79
2022
Q4 		$592K Buy
10,912
+175
+2% +$9.06K 0.1% 78
2022
Q3 		$500K Buy
10,737
+117
+1% +$6.09K 0.1% 69
2022
Q2 		$554K Buy
10,620
+320
+3% +$18K 0.12% 66
2022
Q1 		$628K Buy
10,300
+1,422
+16% +$90.1K 0.13% 64
2021
Q4 		$611K Buy
8,878
+1,602
+22% +$110K 0.12% 65
2021
Q3 		$493K Buy
7,276
+2,114
+41% +$147K 0.1% 74
2021
Q2 		$349K Sell
5,162
-21
-0.4% -$1.43K 0.08% 87
2021
Q1 		$336K Buy
5,183
+419
+9% +$27.1K 0.09% 81
2020
Q4 		$301K Buy
+4,764
New +$280K 0.09% 81

Other funds holding DMXF

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Austin Private Wealth's DMXF Position: Q3 2025 in Review

Austin Private Wealth sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2025, closing a stake of 11,528 shares — an estimated $858K sold.

Austin Private Wealth first reported a position in DMXF in Q4 2020 and held it in 19 quarters. The position peaked at $1.04M in Q3 2024. 190 funds tracked by Wall St. Rank hold DMXF as of Q3 2025.

  • Austin Private Wealth reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Austin Private Wealth sold 11,528 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2025, an estimated $858K.
  • Austin Private Wealth first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and held it in 19 quarters.
  • Austin Private Wealth's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.04M in Q3 2024.
  • 190 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2025.

Based on Austin Private Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.