Oliver Lagore Vanvalin Investment Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$34.8K	Buy	+516	New	+$36.5K	0.01%	291
2024 Q4	$51.8K	Buy	802 +9	+1%	+$612	0.01%	250
2024 Q3	$57.1K	Buy	793 +152	+24%	+$10.5K	0.02%	236
2024 Q2	$43.2K	Sell	641 -21	-3%	-$1.42K	0.01%	254
2024 Q1	$45.1K	Buy	662 +41	+7%	+$2.69K	0.01%	251
2023 Q4	$39.7K	Buy	621 +24	+4%	+$1.42K	0.01%	237
2023 Q3	$34.1K	Hold	597	–	–	0.01%	282
2023 Q2	$36.4K	Sell	597 -12	-2%	-$727	0.01%	290
2023 Q1	$36.3K	Sell	609 -644	-51%	-$37.4K	0.02%	221
2022 Q4	$68K	Sell	1,253 -372	-23%	-$19.3K	0.04%	157
2022 Q3	$76K	Sell	1,625 -122	-7%	-$6.35K	0.05%	137
2022 Q2	$91K	Sell	1,747 -466	-21%	-$26.2K	0.05%	138
2022 Q1	$130K	Buy	+2,213	New	+$140K	0.09%	112

Other funds holding DMXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DMXF Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2025: 516 shares worth $34.8K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DMXF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DMXF in Q1 2022 and has held it in 13 quarters since. The position peaked at $130K in Q1 2022. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 516 shares of iShares ESG Advanced MSCI EAFE ETF worth $34.8K as of Q2 2025.
iShares ESG Advanced MSCI EAFE ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #291 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares ESG Advanced MSCI EAFE ETF position peaked at $130K in Q1 2022.
224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.