Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JP Morgan Chase’s
iShares ESG Advanced MSCI EAFE ETF
DMXF
Stock Holding History
JP Morgan Chase’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
2026
Q1
$15.4M
Buy
210,684
+147,888
+236%
+$11.6M
﹤0.01%
2307
2025
Q4
$4.72M
Sell
62,796
-6,222
-9%
-$475K
﹤0.01%
3360
2025
Q3
$5.23M
Sell
69,018
-133,856
-66%
-$9.97M
﹤0.01%
3318
2025
Q2
$15.1M
Sell
202,874
-5,259
-3%
-$372K
﹤0.01%
2174
2025
Q1
$14M
Sell
208,133
-85,767
-29%
-$5.81M
﹤0.01%
2237
2024
Q4
$19M
Buy
293,900
+75,061
+34%
+$5.1M
﹤0.01%
2094
2024
Q3
$15.8M
Buy
218,839
+28,895
+15%
+$2M
﹤0.01%
2196
2024
Q2
$12.8M
Buy
189,944
+10,728
+6%
+$724K
﹤0.01%
2233
2024
Q1
$12.2M
Buy
179,216
+14,966
+9%
+$982K
﹤0.01%
2309
2023
Q4
$10.5M
Sell
164,250
-13,195
-7%
-$781K
﹤0.01%
2428
2023
Q3
$10.1M
Sell
177,445
-2,907
-2%
-$174K
﹤0.01%
2233
2023
Q2
$11M
Buy
180,352
+6,035
+3%
+$366K
﹤0.01%
2216
2023
Q1
$10.4M
Buy
174,317
+9,477
+6%
+$550K
﹤0.01%
2250
2022
Q4
$8.95M
Buy
164,840
+164,825
+1,098,833%
+$8.53M
﹤0.01%
2362
2022
Q3
$1K
Buy
+15
New
+$781
﹤0.01%
6311
Other funds holding DMXF
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BlackRock
New York
$5.7T 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
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
CCWP
Cedar Cove Wealth Partners
Bloomington, Minnesota
$191M AUM
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
RWP
RWA Wealth Partners
Newton, Massachusetts
$9.14B AUM
16.57%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close