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Capital A Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Capital A Wealth Management’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 		– Sell
-259
Closed -$17.4K – 549
2025
Q1 		$17.4K Sell
259
-161
-38% -$10.9K 0.02% 238
2024
Q4 		$27.1K Buy
+420
New +$28.6K 0.05% 202

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 $1.02B AUM 18.66% 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 $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 $10.4B AUM 21.69% 1-Year Est. Return

Capital A Wealth Management's DMXF Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2025, closing a stake of 259 shares — an estimated $17.4K sold.

Capital A Wealth Management first reported a position in DMXF in Q4 2024 and held it in 2 quarters. The position peaked at $27.1K in Q4 2024. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 259 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $17.4K.
  • Capital A Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $27.1K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.