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

ORG 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
2025
Q1 		– Sell
-505
Closed -$32.6K – 1454
2024
Q4 		$32.6K Buy
505
+77
+18% +$5.24K ﹤0.01% 639
2024
Q3 		$30.8K Buy
428
+80
+23% +$5.54K ﹤0.01% 605
2024
Q2 		$23.4K Buy
+348
New +$23.5K ﹤0.01% 1026
2024
Q1 		– Sell
-408
Closed -$26.1K – 666
2023
Q4 		$26.1K Buy
408
+60
+17% +$3.55K ﹤0.01% 633
2023
Q3 		$19.9K Sell
348
-60
-15% -$3.59K 0.01% 696
2023
Q2 		$24.8K Buy
+408
New +$24.7K ﹤0.01% 830

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ORG Partners's DMXF Position: Q1 2025 in Review

ORG Partners sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 505 shares — an estimated $32.6K sold.

ORG Partners first reported a position in DMXF in Q2 2023 and held it in 6 quarters. The position peaked at $32.6K in Q4 2024. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

  • ORG Partners reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 505 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $32.6K.
  • ORG Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2023 and held it in 6 quarters.
  • ORG Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $32.6K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.