PWM
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Parkworth Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Parkworth 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
Q2 		$524K Buy
7,033
+70
+1% +$4.95K 0.38% 38
2025
Q1 		$469K Hold
6,963
– – 0.37% 39
2024
Q4 		$450K Buy
+6,963
New +$473K 0.37% 40

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 $20.9B AUM 19.34% 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

Parkworth Wealth Management's DMXF Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 1% in Q2 2025, buying an estimated $4.95K and bringing the position to 7,033 shares worth $524K. The position accounts for 0.38% of the portfolio, ranked #38.

Parkworth Wealth Management first reported a position in DMXF in Q4 2024 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • Parkworth Wealth Management held 7,033 shares of iShares ESG Advanced MSCI EAFE ETF worth $524K as of Q2 2025.
  • Parkworth Wealth Management bought 70 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $4.95K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.38% of Parkworth Wealth Management's portfolio in Q2 2025, its #38 holding.
  • Parkworth Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.