BRWA
DMXF icon

B. Riley Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

B. Riley Wealth Advisors’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
-4,174
Closed -$298K – 1176
2024
Q3 		$298K Sell
4,174
-509
-11% -$35.2K 0.01% 957
2024
Q2 		$316K Sell
4,683
-1,733
-27% -$117K 0.01% 1009
2024
Q1 		$366K Buy
6,416
+2,550
+66% +$167K 0.01% 949
2023
Q4 		$247K Sell
3,866
-2,550
-40% -$151K 0.01% 1142
2023
Q3 		$366K Buy
6,416
+2,874
+81% +$172K 0.01% 949
2023
Q2 		$216K Sell
3,542
-13
-0.4% -$787 ﹤0.01% 1313
2023
Q1 		$212K Sell
3,555
-1,084
-23% -$62.9K 0.01% 1267
2022
Q4 		$252K Buy
4,639
+168
+4% +$8.7K 0.01% 1134
2022
Q3 		$209K Sell
4,471
-737
-14% -$38.4K 0.01% 1202
2022
Q2 		$272K Buy
5,208
+76
+1% +$4.28K 0.01% 920
2022
Q1 		$314K Buy
+5,132
New +$325K 0.01% 987

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

B. Riley Wealth Advisors's DMXF Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2024, closing a stake of 4,174 shares — an estimated $298K sold.

B. Riley Wealth Advisors first reported a position in DMXF in Q1 2022 and held it in 11 quarters. The position peaked at $366K in Q1 2024. 220 funds tracked by Wall St. Rank hold DMXF as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,174 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2024, an estimated $298K.
  • B. Riley Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2022 and held it in 11 quarters.
  • B. Riley Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $366K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.