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Morningstar Investment Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Morningstar Investment Services’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
-32,296
Closed -$2.33M – 198
2024
Q3 		$2.33M Buy
32,296
+11,760
+57% +$814K 0.02% 165
2024
Q2 		$1.38M Buy
20,536
+7,568
+58% +$511K 0.02% 182
2024
Q1 		$890K Sell
12,968
-5,256
-29% -$345K 0.01% 193
2023
Q4 		$1.17M Buy
18,224
+12,749
+233% +$754K 0.01% 217
2023
Q3 		$312K Buy
+5,475
New +$327K ﹤0.01% 243

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
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 $23.6B AUM 20.99% 1-Year Est. Return

Morningstar Investment Services's DMXF Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2024, closing a stake of 32,296 shares — an estimated $2.33M sold.

Morningstar Investment Services first reported a position in DMXF in Q3 2023 and held it in 5 quarters. The position peaked at $2.33M in Q3 2024. 220 funds tracked by Wall St. Rank hold DMXF as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 32,296 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2024, an estimated $2.33M.
  • Morningstar Investment Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2023 and held it in 5 quarters.
  • Morningstar Investment Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.33M in Q3 2024.
  • 220 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.