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Balanced Rock Investment Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Balanced Rock Investment 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
2026
Q1 		$4.7M Buy
62,331
+307
+0.5% +$24K 3.3% 7
2025
Q4 		$4.66M Buy
62,024
+357
+0.6% +$27.2K 3.31% 7
2025
Q3 		$4.67M Buy
61,667
+801
+1% +$59.6K 3.41% 7
2025
Q2 		$4.53M Sell
60,866
-4,390
-7% -$310K 3.56% 6
2025
Q1 		$4.39M Sell
65,256
-6,879
-10% -$466K 3.5% 6
2024
Q4 		$4.66M Sell
72,135
-27,583
-28% -$1.88M 3.69% 6
2024
Q3 		$7.18M Buy
99,718
+2,254
+2% +$156K 5.63% 3
2024
Q2 		$6.57M Buy
97,464
+3,724
+4% +$251K 5.53% 3
2024
Q1 		$6.39M Sell
93,740
-7,887
-8% -$517K 5.45% 4
2023
Q4 		$6.49M Buy
+101,627
New +$6.01M 5.77% 3

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return