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DMXF icon

Orion Portfolio Solutions’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Orion Portfolio Solutions’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 		$676K Buy
+10,044
New +$681K 0.01% 1264
2024
Q2 		– Sell
-6,579
Closed -$448K – 1729
2024
Q1 		$448K Buy
6,579
+825
+14% +$54.1K ﹤0.01% 1308
2023
Q4 		$365K Buy
5,754
+355
+7% +$21K ﹤0.01% 1333
2023
Q3 		$308K Sell
5,399
-1,095
-17% -$65.4K ﹤0.01% 1368
2023
Q2 		$396K Buy
6,494
+765
+13% +$46.3K ﹤0.01% 1300
2023
Q1 		$341K Sell
5,729
-483
-8% -$28K ﹤0.01% 1296
2022
Q4 		$337K Buy
6,212
+255
+4% +$13.2K 0.01% 628
2022
Q3 		$277K Buy
5,957
+652
+12% +$33.9K 0.01% 603
2022
Q2 		$277K Sell
5,305
-167
-3% -$9.4K 0.01% 574
2022
Q1 		$334K Buy
5,472
+902
+20% +$57.2K 0.01% 551
2021
Q4 		$314K Buy
4,570
+1,244
+37% +$85.7K 0.01% 561
2021
Q3 		$225K Buy
+3,326
New +$231K 0.01% 600

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

Orion Portfolio Solutions's DMXF Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025: 10,044 shares worth $676K. The stake represents 0.01% of the portfolio and ranks #1264 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in DMXF as recently as Q1 2024.

Orion Portfolio Solutions first reported a position in DMXF in Q3 2021 and has held it in 12 quarters since. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

  • Orion Portfolio Solutions held 10,044 shares of iShares ESG Advanced MSCI EAFE ETF worth $676K as of Q1 2025.
  • iShares ESG Advanced MSCI EAFE ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1264 holding.
  • Orion Portfolio Solutions first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2021 and has held it in 12 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.