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Johnson Bixby & Associates’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Johnson Bixby & Associates’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
-4,652
Closed -$301K – 118
2024
Q4 		$301K Buy
4,652
+174
+4% +$11.8K 0.05% 92
2024
Q3 		$323K Sell
4,478
-688
-13% -$47.6K 0.05% 85
2024
Q2 		$348K Sell
5,166
-341
-6% -$23K 0.06% 77
2024
Q1 		$375K Sell
5,507
-368
-6% -$24.1K 0.07% 75
2023
Q4 		$375K Sell
5,875
-65
-1% -$3.85K 0.07% 69
2023
Q3 		$339K Buy
5,940
+92
+2% +$5.5K 0.07% 70
2023
Q2 		$356K Buy
5,848
+75
+1% +$4.54K 0.07% 73
2023
Q1 		$344K Buy
5,773
+219
+4% +$12.7K 0.08% 68
2022
Q4 		$301K Sell
5,554
-891
-14% -$46.1K 0.07% 75
2022
Q3 		$300K Buy
6,445
+726
+13% +$37.8K 0.08% 76
2022
Q2 		$298K Buy
5,719
+1,229
+27% +$69.2K 0.07% 78
2022
Q1 		$274K Buy
+4,490
New +$285K 0.07% 74

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

Johnson Bixby & Associates's DMXF Position: Q1 2025 in Review

Johnson Bixby & Associates sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 4,652 shares — an estimated $301K sold.

Johnson Bixby & Associates first reported a position in DMXF in Q1 2022 and held it in 12 quarters. The position peaked at $375K in Q4 2023. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

  • Johnson Bixby & Associates reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Johnson Bixby & Associates sold 4,652 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $301K.
  • Johnson Bixby & Associates first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2022 and held it in 12 quarters.
  • Johnson Bixby & Associates's iShares ESG Advanced MSCI EAFE ETF position peaked at $375K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on Johnson Bixby & Associates's 13F filing for Q1 2025, filed 23 Apr 2025.