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

First Horizon 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
Q2 		$280K Buy
3,767
+1,082
+40% +$76.5K 0.01% 449
2025
Q1 		$181K Sell
2,685
-1,830
-41% -$124K 0.01% 531
2024
Q4 		$292K Sell
4,515
-2,974
-40% -$202K 0.01% 444
2024
Q3 		$540K Buy
7,489
+1,496
+25% +$104K 0.02% 335
2024
Q2 		$404K Buy
5,993
+37
+0.6% +$2.5K 0.01% 368
2024
Q1 		$406K Sell
5,956
-11
-0.2% -$722 0.01% 371
2023
Q4 		$381K Sell
5,967
-114
-2% -$6.75K 0.01% 362
2023
Q3 		$347K Buy
6,081
+142
+2% +$8.49K 0.01% 365
2023
Q2 		$362K Buy
5,939
+38
+0.6% +$2.3K 0.01% 373
2023
Q1 		$352K Sell
5,901
-482
-8% -$28K 0.01% 373
2022
Q4 		$346K Sell
6,383
-957
-13% -$49.5K 0.01% 369
2022
Q3 		$341K Sell
7,340
-15
-0.2% -$781 0.01% 350
2022
Q2 		$382K Buy
+7,355
New +$414K 0.01% 357
2022
Q1 		– Sell
-5,783
Closed -$397K – 1849
2021
Q4 		$397K Buy
5,783
+989
+21% +$68.1K 0.01% 381
2021
Q3 		$324K Buy
4,794
+3,658
+322% +$254K 0.01% 419
2021
Q2 		$76K Buy
1,136
+439
+63% +$29.8K ﹤0.01% 635
2021
Q1 		$45K Buy
+697
New +$45.2K ﹤0.01% 777

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 $20.9B AUM 19.34% 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

First Horizon Advisors's DMXF Position: Q2 2025 in Review

First Horizon Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 40% in Q2 2025, buying an estimated $76.5K and bringing the position to 3,767 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #449.

First Horizon Advisors first reported a position in DMXF in Q1 2021 and has held it in 17 quarters since. The position peaked at $540K in Q3 2024. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • First Horizon Advisors held 3,767 shares of iShares ESG Advanced MSCI EAFE ETF worth $280K as of Q2 2025.
  • First Horizon Advisors bought 1,082 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $76.5K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #449 holding.
  • First Horizon Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and has held it in 17 quarters since.
  • First Horizon Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $540K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.