CFGS
DMXF icon

Concourse Financial Group Securities’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-7,689
Closed -$515K – 522
2024
Q4 		$515K Buy
7,689
+1,315
+21% +$89.4K 0.03% 472
2024
Q3 		$459K Buy
6,374
+1,691
+36% +$117K 0.03% 476
2024
Q2 		$316K Buy
4,683
+545
+13% +$36.8K 0.02% 564
2024
Q1 		$282K Buy
4,138
+905
+28% +$59.4K 0.02% 577
2023
Q4 		$207K Buy
3,233
+2,456
+316% +$145K 0.01% 648
2023
Q3 		$44.4K Buy
777
+271
+54% +$16.2K ﹤0.01% 1126
2023
Q2 		$30.8K Buy
506
+186
+58% +$11.3K ﹤0.01% 1272
2023
Q1 		$19.1K Buy
+320
New +$18.6K ﹤0.01% 1477

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 $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Concourse Financial Group Securities's DMXF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 7,689 shares — an estimated $515K sold.

Concourse Financial Group Securities first reported a position in DMXF in Q1 2023 and held it in 8 quarters. The position peaked at $515K in Q4 2024. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7,689 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $515K.
  • Concourse Financial Group Securities first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2023 and held it in 8 quarters.
  • Concourse Financial Group Securities's iShares ESG Advanced MSCI EAFE ETF position peaked at $515K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.