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Global Financial Private Client’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Global Financial Private Client’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
-152
Closed -$10.2K – 584
2025
Q1 		$10.2K Sell
152
-67
-31% -$4.54K ﹤0.01% 570
2024
Q4 		$14.2K Buy
219
+19
+10% +$1.29K 0.01% 483
2024
Q3 		$14.4K Buy
200
+49
+32% +$3.39K 0.01% 485
2024
Q2 		$10.2K Buy
151
+4
+3% +$270 ﹤0.01% 443
2024
Q1 		$10K Buy
147
+7
+5% +$459 ﹤0.01% 462
2023
Q4 		$8.94K Buy
140
+10
+8% +$592 ﹤0.01% 469
2023
Q3 		$7.31K Hold
130
– – ﹤0.01% 472
2023
Q2 		$7.9K Sell
130
-5
-4% -$303 ﹤0.01% 464
2023
Q1 		$8.07K Hold
135
– – ﹤0.01% 468
2022
Q4 		$7.33K Hold
135
– – ﹤0.01% 457
2022
Q3 		$6.38K Buy
135
+2
+2% +$104 ﹤0.01% 448
2022
Q2 		$6.91K Hold
133
– – ﹤0.01% 430
2022
Q1 		$8.26K Buy
133
+15
+13% +$951 ﹤0.01% 427
2021
Q4 		$8.12K Hold
118
– – ﹤0.01% 415
2021
Q3 		$8.01K Buy
118
+9
+8% +$626 ﹤0.01% 369
2021
Q2 		$7.39K Buy
109
+52
+91% +$3.53K ﹤0.01% 382
2021
Q1 		$3.76K Buy
+57
New +$3.69K ﹤0.01% 380

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 $18.1B AUM 15% 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

Global Financial Private Client's DMXF Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2025, closing a stake of 152 shares — an estimated $10.2K sold.

Global Financial Private Client first reported a position in DMXF in Q1 2021 and held it in 17 quarters. The position peaked at $14.4K in Q3 2024. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 152 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $10.2K.
  • Global Financial Private Client first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and held it in 17 quarters.
  • Global Financial Private Client's iShares ESG Advanced MSCI EAFE ETF position peaked at $14.4K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.