GWM
DMXF icon

Geneos Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Geneos Wealth 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
Q1 		– Sell
-303
Closed -$19.6K – 3100
2024
Q4 		$19.6K Buy
303
+15
+5% +$1.02K ﹤0.01% 1733
2024
Q3 		$20.7K Buy
+288
New +$19.9K ﹤0.01% 1550

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Geneos Wealth Management's DMXF Position: Q1 2025 in Review

Geneos Wealth Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 303 shares — an estimated $19.6K sold.

Geneos Wealth Management first reported a position in DMXF in Q3 2024 and held it in 2 quarters. The position peaked at $20.7K in Q3 2024. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

  • Geneos Wealth Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 303 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $19.6K.
  • Geneos Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and held it in 2 quarters.
  • Geneos Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $20.7K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.