AAS
DMXF icon

Avantax Advisory Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Avantax Advisory Services’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 		$707K Buy
9,497
+691
+8% +$48.8K ﹤0.01% 1372
2025
Q1 		$593K Sell
8,806
-2,211
-20% -$150K ﹤0.01% 1399
2024
Q4 		$712K Buy
11,017
+32
+0.3% +$2.17K ﹤0.01% 1231
2024
Q3 		$791K Buy
10,985
+932
+9% +$64.5K 0.01% 1150
2024
Q2 		$678K Buy
10,053
+894
+10% +$60.4K ﹤0.01% 1184
2024
Q1 		$624K Buy
9,159
+1,189
+15% +$78K 0.01% 942
2023
Q4 		$509K Buy
7,970
+91
+1% +$5.38K 0.01% 970
2023
Q3 		$450K Buy
7,879
+76
+1% +$4.54K 0.01% 989
2023
Q2 		$475K Buy
7,803
+745
+11% +$45.1K 0.01% 959
2023
Q1 		$421K Buy
7,058
+1,187
+20% +$68.9K 0.01% 985
2022
Q4 		$319K Buy
5,871
+987
+20% +$51.1K ﹤0.01% 1078
2022
Q3 		$227K Buy
4,884
+548
+13% +$28.5K ﹤0.01% 1142
2022
Q2 		$226K Sell
4,336
-164
-4% -$9.23K ﹤0.01% 1150
2022
Q1 		$275K Buy
4,500
+1,477
+49% +$93.6K ﹤0.01% 1041
2021
Q4 		$208K Buy
+3,023
New +$208K ﹤0.01% 1157

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $108B AUM 26.14% 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 $1.56T AUM 27.86% 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

Avantax Advisory Services's DMXF Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 7.8% in Q2 2025, buying an estimated $48.8K and bringing the position to 9,497 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Avantax Advisory Services first reported a position in DMXF in Q4 2021 and has held it in 15 quarters since. The position peaked at $791K in Q3 2024. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • Avantax Advisory Services held 9,497 shares of iShares ESG Advanced MSCI EAFE ETF worth $707K as of Q2 2025.
  • Avantax Advisory Services bought 691 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $48.8K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1372 holding.
  • Avantax Advisory Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and has held it in 15 quarters since.
  • Avantax Advisory Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $791K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.