GRP
DMXF icon

Global Retirement Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Global Retirement Partners’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
Q4 		$12.9K Sell
172
-815
-83% -$62.2K ﹤0.01% 3054
2025
Q3 		$74.8K Sell
987
-570
-37% -$42.4K ﹤0.01% 1675
2025
Q2 		$116K Buy
+1,557
New +$110K ﹤0.01% 1362
2024
Q4 		$59.8K Buy
925
+113
+14% +$7.68K ﹤0.01% 1535
2024
Q3 		$58.5K Buy
812
+547
+206% +$37.9K ﹤0.01% 1490
2024
Q2 		$17.9K Buy
+265
New +$17.9K ﹤0.01% 2045

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
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's DMXF Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 83% in Q4 2025, selling an estimated $62.2K and leaving 172 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

Global Retirement Partners first reported a position in DMXF in Q2 2024 and has held it in 6 quarters since. The position peaked at $116K in Q2 2025. 194 funds tracked by Wall St. Rank hold DMXF as of Q4 2025.

  • Global Retirement Partners held 172 shares of iShares ESG Advanced MSCI EAFE ETF worth $12.9K as of Q4 2025.
  • Global Retirement Partners sold 815 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2025, an estimated $62.2K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3054 holding.
  • Global Retirement Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $116K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.