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

Elios Financial Group’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 		$859K Sell
11,537
-1,816
-14% -$128K 0.39% 59
2025
Q1 		$899K Buy
13,353
+1
+0% +$68 0.44% 51
2024
Q4 		$863K Buy
13,352
+1,106
+9% +$75.2K 0.41% 52
2024
Q3 		$882K Buy
+12,246
New +$848K 0.41% 55

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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 $3.77B AUM 15.99% 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

Elios Financial Group's DMXF Position: Q2 2025 in Review

Elios Financial Group reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 14% in Q2 2025, selling an estimated $128K and leaving 11,537 shares worth $859K. The position accounts for 0.39% of the portfolio, ranked #59.

Elios Financial Group first reported a position in DMXF in Q3 2024 and has held it in 4 quarters since. The position peaked at $899K in Q1 2025. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • Elios Financial Group held 11,537 shares of iShares ESG Advanced MSCI EAFE ETF worth $859K as of Q2 2025.
  • Elios Financial Group sold 1,816 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $128K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.39% of Elios Financial Group's portfolio in Q2 2025, its #59 holding.
  • Elios Financial Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's iShares ESG Advanced MSCI EAFE ETF position peaked at $899K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.