Corient Private Wealth
DMXF icon

Corient Private Wealth’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Corient Private Wealth’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
2026
Q1 		$2.49M Sell
33,053
-30,999
-48% -$2.42M ﹤0.01% 1149
2025
Q4 		$4.81M Buy
64,052
+29,762
+87% +$2.27M ﹤0.01% 1065
2025
Q3 		$2.6M Buy
34,290
+927
+3% +$69K ﹤0.01% 955
2025
Q2 		$2.48M Buy
33,363
+516
+2% +$36.5K ﹤0.01% 945
2025
Q1 		$2.21M Buy
32,847
+1,800
+6% +$122K ﹤0.01% 942
2024
Q4 		$2.01M Buy
31,047
+1,844
+6% +$125K ﹤0.01% 995
2024
Q3 		$2.1M Buy
29,203
+112
+0.4% +$7.75K ﹤0.01% 1073
2024
Q2 		$1.96M Sell
29,091
-876
-3% -$59.2K ﹤0.01% 1028
2024
Q1 		$2.04M Sell
29,967
-289
-1% -$19K ﹤0.01% 1013
2023
Q4 		$1.93M Buy
30,256
+471
+2% +$27.9K ﹤0.01% 1020
2023
Q3 		$1.7M Buy
29,785
+418
+1% +$25K ﹤0.01% 977
2023
Q2 		$1.79M Sell
29,367
-51
-0.2% -$3.09K ﹤0.01% 936
2023
Q1 		$1.75M Sell
29,418
-339
-1% -$19.7K ﹤0.01% 887
2022
Q4 		$1.61M Buy
+29,757
New +$1.54M 0.01% 772

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return