NP
DMXF icon

NorthRock Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

NorthRock Partners’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 		$2.32M Buy
30,772
+2,465
+9% +$193K 0.04% 190
2025
Q4 		$2.13M Buy
28,307
+25,618
+953% +$1.95M 0.04% 185
2025
Q3 		$204K Buy
+2,689
New +$200K ﹤0.01% 818
2025
Q2 		– Sell
-1,513
Closed -$102K – 726
2025
Q1 		$102K Sell
1,513
-288
-16% -$19.5K ﹤0.01% 626
2024
Q4 		$116K Buy
1,801
+288
+19% +$19.6K ﹤0.01% 603
2024
Q3 		$109K Sell
1,513
-2
-0.1% -$138 ﹤0.01% 647
2024
Q2 		$102K Buy
1,515
+1,344
+786% +$90.8K ﹤0.01% 617
2024
Q1 		$11.7K Buy
+171
New +$11.2K ﹤0.01% 733

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IAS
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SEI Investments
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LPL Financial
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CCWP
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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