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

MFA Wealth 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
2024
Q4 		– Sell
-268
Closed -$19.3K – 154
2024
Q3 		$19.3K Hold
268
– – ﹤0.01% 270
2024
Q2 		$18.1K Buy
+268
New +$18.1K ﹤0.01% 273

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
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 $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MFA Wealth Advisors's DMXF Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2024, closing a stake of 268 shares — an estimated $19.3K sold.

MFA Wealth Advisors first reported a position in DMXF in Q2 2024 and held it in 2 quarters. The position peaked at $19.3K in Q3 2024. 220 funds tracked by Wall St. Rank hold DMXF as of Q4 2024.

  • MFA Wealth Advisors reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 268 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2024, an estimated $19.3K.
  • MFA Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $19.3K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.