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

Coldstream Capital 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	-140	Closed	-$9.43K	–	1712
2025 Q1	$9.43K	Buy	+140	New	+$9.49K	﹤0.01%	2406
2023 Q4	–	Sell	-6,290	Closed	-$359K	–	945
2023 Q3	$359K	Hold	6,290	–	–	0.01%	549
2023 Q2	$383K	Hold	6,290	–	–	0.01%	548
2023 Q1	$375K	Hold	6,290	–	–	0.01%	551
2022 Q4	$341K	Buy	+6,290	New	+$326K	0.01%	558
2022 Q2	$328K	Hold	6,290	–	–	0.01%	534
2022 Q1	$384K	Hold	6,290	–	–	0.01%	471
2021 Q4	$433K	Hold	6,290	–	–	0.01%	468
2021 Q3	$426K	Hold	6,290	–	–	0.02%	270
2021 Q2	$425K	Buy	+6,290	New	+$427K	0.02%	304

Other funds holding DMXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Coldstream Capital Management's DMXF Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2025, closing a stake of 140 shares — an estimated $9.43K sold.

Coldstream Capital Management first reported a position in DMXF in Q2 2021 and held it in 10 quarters. The position peaked at $433K in Q4 2021. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

Coldstream Capital Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 140 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $9.43K.
Coldstream Capital Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and held it in 10 quarters.
Coldstream Capital Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $433K in Q4 2021.
224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.