CA
DMXF icon

Continuum Advisory’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Continuum Advisory’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
-635
Closed -$42.8K – 696
2025
Q1 		$42.8K Sell
635
-513
-45% -$34.8K 0.01% 721
2024
Q4 		$74.2K Buy
1,148
+35
+3% +$2.38K 0.01% 580
2024
Q3 		$74K Buy
1,113
+101
+10% +$6.99K 0.01% 578
2024
Q2 		$68.2K Buy
1,012
+199
+24% +$13.4K 0.01% 560
2024
Q1 		$55.2K Buy
+813
New +$53.3K 0.01% 586

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $9.14B AUM 16.57% 1-Year Est. Return

Continuum Advisory's DMXF Position: Q2 2025 in Review

Continuum Advisory sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2025, closing a stake of 635 shares — an estimated $42.8K sold.

Continuum Advisory first reported a position in DMXF in Q1 2024 and held it in 5 quarters. The position peaked at $74.2K in Q4 2024. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • Continuum Advisory reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 635 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $42.8K.
  • Continuum Advisory first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's iShares ESG Advanced MSCI EAFE ETF position peaked at $74.2K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.