F.L. Putnam Investment Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

F.L. Putnam Investment 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	–	Sell	-3,513	Closed	-$237K	–	595
2025 Q1	$237K	Sell	3,513 -1,387	-28%	-$94K	﹤0.01%	523
2024 Q4	$317K	Sell	4,900 -3	-0.1%	-$204	0.01%	484
2024 Q3	$353K	Sell	4,903 -2,813	-36%	-$195K	0.01%	478
2024 Q2	$520K	Buy	+7,716	New	+$521K	0.01%	406

Other funds holding DMXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

F.L. Putnam Investment Management's DMXF Position: Q2 2025 in Review

F.L. Putnam Investment Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2025, closing a stake of 3,513 shares — an estimated $237K sold.

F.L. Putnam Investment Management first reported a position in DMXF in Q2 2024 and held it in 4 quarters. The position peaked at $520K in Q2 2024. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

F.L. Putnam Investment Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
F.L. Putnam Investment Management sold 3,513 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $237K.
F.L. Putnam Investment Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2024 and held it in 4 quarters.
F.L. Putnam Investment Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $520K in Q2 2024.
224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.