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Heck Capital Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Heck Capital 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
Q1 		– Sell
-8,307
Closed -$537K – 395
2024
Q4 		$537K Buy
+8,307
New +$565K 0.02% 189

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Heck Capital Advisors's DMXF Position: Q1 2025 in Review

Heck Capital Advisors sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 8,307 shares — an estimated $537K sold.

Heck Capital Advisors first reported a position in DMXF in Q4 2024 and held it in 1 quarter. The position peaked at $537K in Q4 2024. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

  • Heck Capital Advisors reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 8,307 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $537K.
  • Heck Capital Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $537K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.