GPS Wealth Strategies Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

GPS Wealth Strategies Group’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	–	Sell	-1,987	Closed	-$150K	–	813
2025 Q3	$150K	Sell	1,987 -121	-6%	-$9.01K	0.02%	399
2025 Q2	$157K	Buy	2,108 +4	+0.2%	+$283	0.02%	366
2025 Q1	$142K	Buy	2,104 +160	+8%	+$10.8K	0.02%	380
2024 Q4	$126K	Buy	1,944 +1,273	+190%	+$86.5K	0.02%	382
2024 Q3	$48.4K	Hold	671	–	–	0.01%	583
2024 Q2	$45.3K	Buy	671 +221	+49%	+$14.9K	0.01%	560
2024 Q1	$30.7K	Hold	450	–	–	0.01%	625
2023 Q4	$28.7K	Hold	450	–	–	0.01%	615
2023 Q3	$25.7K	Hold	450	–	–	﹤0.01%	636
2023 Q2	$27.4K	Hold	450	–	–	0.01%	629
2023 Q1	$26.8K	Buy	+450	New	+$26.1K	0.01%	631

Other funds holding DMXF

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 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

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 $238M AUM 16.99% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GPS Wealth Strategies Group's DMXF Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2025, closing a stake of 1,987 shares — an estimated $150K sold.

GPS Wealth Strategies Group first reported a position in DMXF in Q1 2023 and held it in 11 quarters. The position peaked at $157K in Q2 2025. 194 funds tracked by Wall St. Rank hold DMXF as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 1,987 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2025, an estimated $150K.
GPS Wealth Strategies Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2023 and held it in 11 quarters.
GPS Wealth Strategies Group's iShares ESG Advanced MSCI EAFE ETF position peaked at $157K in Q2 2025.
194 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.