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Mount Yale Investment Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-1,024
Closed -$76.2K – 899
2025
Q2 		$76.2K Buy
+1,024
New +$72.4K 0.01% 706
2024
Q4 		– Sell
-5,693
Closed -$410K – 571
2024
Q3 		$410K Buy
5,693
+675
+13% +$46.7K 0.04% 371
2024
Q2 		$338K Sell
5,018
-2,178
-30% -$147K 0.03% 409
2024
Q1 		$490K Buy
7,196
+307
+4% +$20.1K 0.04% 352
2023
Q4 		$440K Buy
6,889
+177
+3% +$10.5K 0.04% 343
2023
Q3 		$383K Buy
6,712
+486
+8% +$29K 0.04% 352
2023
Q2 		$379K Buy
6,226
+686
+12% +$41.6K 0.04% 348
2023
Q1 		$330K Sell
5,540
-1,045
-16% -$60.6K 0.04% 362
2022
Q4 		$357K Buy
6,585
+1,382
+27% +$71.5K 0.04% 327
2022
Q3 		$242K Buy
+5,203
New +$271K 0.03% 380
2022
Q2 		– Sell
-4,805
Closed -$293K – 464
2022
Q1 		$293K Buy
+4,805
New +$305K 0.03% 372

Other funds holding DMXF

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Mount Yale Investment Advisors's DMXF Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2025, closing a stake of 1,024 shares — an estimated $76.2K sold.

Mount Yale Investment Advisors first reported a position in DMXF in Q1 2022 and held it in 11 quarters. The position peaked at $490K in Q1 2024. 190 funds tracked by Wall St. Rank hold DMXF as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,024 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2025, an estimated $76.2K.
  • Mount Yale Investment Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2022 and held it in 11 quarters.
  • Mount Yale Investment Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $490K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.