DAS
DMXF icon

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

Diversify Advisory Services’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
-5,487
Closed -$382K – 834
2025
Q1 		$382K Sell
5,487
-2,681
-33% -$182K 0.02% 417
2024
Q4 		$524K Sell
8,168
-2,095
-20% -$142K 0.03% 358
2024
Q3 		$710K Sell
10,263
-870
-8% -$60.2K 0.04% 309
2024
Q2 		$759K Buy
11,133
+302
+3% +$20.4K 0.04% 297
2024
Q1 		$738K Buy
+10,831
New +$711K 0.04% 317

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

Diversify Advisory Services's DMXF Position: Q2 2025 in Review

Diversify Advisory Services sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2025, closing a stake of 5,487 shares — an estimated $382K sold.

Diversify Advisory Services first reported a position in DMXF in Q1 2024 and held it in 5 quarters. The position peaked at $759K in Q2 2024. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • Diversify Advisory Services reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 5,487 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $382K.
  • Diversify Advisory Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and held it in 5 quarters.
  • Diversify Advisory Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $759K in Q2 2024.
  • 224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Diversify Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.