OPWM
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Oregon Pacific Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Oregon Pacific Wealth Management’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
Q4 		– Sell
-3,694
Closed -$280K – 122
2025
Q3 		$280K Hold
3,694
– – 0.24% 104
2025
Q2 		$275K Sell
3,694
-21
-0.6% -$1.48K 0.26% 101
2025
Q1 		$250K Sell
3,715
-2,865
-44% -$194K 0.25% 106
2024
Q4 		$425K Buy
+6,580
New +$447K 0.42% 64

Other funds holding DMXF

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AF
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
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oregon Pacific Wealth Management's DMXF Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2025, closing a stake of 3,694 shares — an estimated $280K sold.

Oregon Pacific Wealth Management first reported a position in DMXF in Q4 2024 and held it in 4 quarters. The position peaked at $425K in Q4 2024. 194 funds tracked by Wall St. Rank hold DMXF as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 3,694 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2025, an estimated $280K.
  • Oregon Pacific Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and held it in 4 quarters.
  • Oregon Pacific Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $425K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.