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

Congress 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 		$1.3M Buy
17,515
+2,158
+14% +$153K 0.01% 642
2025
Q1 		$1.03M Buy
15,357
+1,512
+11% +$102K 0.01% 627
2024
Q4 		$895K Sell
13,845
-949
-6% -$64.5K 0.01% 534
2024
Q3 		$1.07M Sell
14,794
-137
-0.9% -$9.48K 0.01% 512
2024
Q2 		$1.01M Sell
14,931
-242
-2% -$16.3K 0.02% 424
2024
Q1 		$1.03M Sell
15,173
-123
-0.8% -$8.07K 0.02% 373
2023
Q4 		$977K Buy
15,296
+1,613
+12% +$95.4K 0.02% 395
2023
Q3 		$781K Buy
13,683
+2,878
+27% +$172K 0.02% 400
2023
Q2 		$658K Sell
10,805
-11
-0.1% -$666 0.02% 385
2023
Q1 		$645K Buy
10,816
+1,910
+21% +$111K 0.02% 391
2022
Q4 		$483K Buy
8,906
+1,349
+18% +$69.8K 0.01% 409
2022
Q3 		$352K Buy
7,557
+1,528
+25% +$79.5K 0.01% 447
2022
Q2 		$314K Buy
+6,029
New +$339K 0.01% 467

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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 19.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Congress Wealth Management's DMXF Position: Q2 2025 in Review

Congress Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 14% in Q2 2025, buying an estimated $153K and bringing the position to 17,515 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #642.

Congress Wealth Management first reported a position in DMXF in Q2 2022 and has held it in 13 quarters since. 225 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • Congress Wealth Management held 17,515 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.3M as of Q2 2025.
  • Congress Wealth Management bought 2,158 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $153K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #642 holding.
  • Congress Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2022 and has held it in 13 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.