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Marcum Wealth’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Marcum Wealth’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
2024
Q4 		– Sell
-3,425
Closed -$247K – 416
2024
Q3 		$247K Buy
3,425
+39
+1% +$2.7K 0.02% 327
2024
Q2 		$228K Buy
3,386
+6
+0.2% +$405 0.02% 317
2024
Q1 		$230K Buy
3,380
+3
+0.1% +$197 0.02% 315
2023
Q4 		$216K Buy
+3,377
New +$200K 0.02% 321

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 $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Marcum Wealth's DMXF Position: Q4 2024 in Review

Marcum Wealth sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2024, closing a stake of 3,425 shares — an estimated $247K sold.

Marcum Wealth first reported a position in DMXF in Q4 2023 and held it in 4 quarters. The position peaked at $247K in Q3 2024. 220 funds tracked by Wall St. Rank hold DMXF as of Q4 2024.

  • Marcum Wealth reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Marcum Wealth sold 3,425 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2024, an estimated $247K.
  • Marcum Wealth first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and held it in 4 quarters.
  • Marcum Wealth's iShares ESG Advanced MSCI EAFE ETF position peaked at $247K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.