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

Financial Advisors’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
Q3 		$1.01M Hold
13,395
– – 0.18% 29
2025
Q2 		$997K Buy
13,395
+8,314
+164% +$588K 0.19% 29
2025
Q1 		$342K Hold
5,081
– – 0.07% 56
2024
Q4 		$328K Buy
5,081
+41
+0.8% +$2.79K 0.06% 61
2024
Q3 		$363K Buy
+5,040
New +$349K 0.07% 56
2022
Q2 		– Sell
-3,833
Closed -$234K – 79
2022
Q1 		$234K Hold
3,833
– – 0.07% 78
2021
Q4 		$264K Hold
3,833
– – 0.08% 74
2021
Q3 		$260K Hold
3,833
– – 0.09% 68
2021
Q2 		$260K Buy
+3,833
New +$260K 0.09% 71

Other funds holding DMXF

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
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Financial Advisors's DMXF Position: Q3 2025 in Review

Financial Advisors held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q3 2025 at 13,395 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #29.

Financial Advisors first reported a position in DMXF in Q2 2021 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold DMXF as of Q3 2025.

  • Financial Advisors held 13,395 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.01M as of Q3 2025.
  • Financial Advisors left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q3 2025.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.18% of Financial Advisors's portfolio in Q3 2025, its #29 holding.
  • Financial Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and has held it in 9 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.