PA
DMXF icon

Parkside Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Parkside Advisors’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 		$1.84M Hold
24,703
– – 0.4% 32
2025
Q1 		$1.66M Hold
24,703
– – 0.4% 31
2024
Q4 		$1.6M Sell
24,703
-701
-3% -$47.7K 0.38% 32
2024
Q3 		$1.83M Hold
25,404
– – 0.43% 28
2024
Q2 		$1.71M Sell
25,404
-462
-2% -$31.2K 0.44% 28
2024
Q1 		$1.76M Sell
25,866
-224
-0.9% -$14.7K 0.45% 28
2023
Q4 		$1.67M Sell
26,090
-600
-2% -$35.5K 0.46% 26
2023
Q3 		$1.52M Sell
26,690
-144
-0.5% -$8.61K 0.47% 26
2023
Q2 		$1.63M Sell
26,834
-1,274
-5% -$77.2K 0.51% 25
2023
Q1 		$1.68M Sell
28,108
-649
-2% -$37.7K 0.55% 25
2022
Q4 		$1.56M Buy
+28,757
New +$1.49M 0.55% 28

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return