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Pathstone Holdings’s
iShares ESG Advanced MSCI EAFE ETF
DMXF
Stock Holding History
Pathstone Holdings’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
2026
Q1
$1.97M
Sell
26,140
-1,339
-5%
-$105K
0.01%
1037
2025
Q4
$2.07M
Sell
27,479
-847
-3%
-$64.6K
0.01%
1012
2025
Q3
$2.15M
Sell
28,326
-612
-2%
-$45.6K
0.01%
982
2025
Q2
$2.15M
Buy
28,938
+163
+0.6%
+$11.5K
0.01%
954
2025
Q1
$1.93M
Buy
28,775
+210
+0.7%
+$14.2K
0.01%
1006
2024
Q4
$1.85M
Buy
28,565
+1,477
+5%
+$100K
0.01%
1014
2024
Q3
$1.95M
Buy
27,088
+1,121
+4%
+$77.6K
0.01%
981
2024
Q2
$1.75M
Buy
25,967
+13,584
+110%
+$917K
0.01%
993
2024
Q1
$843K
Buy
12,383
+501
+4%
+$32.9K
﹤0.01%
1383
2023
Q4
$759K
Buy
+11,882
New
+$703K
﹤0.01%
1240
Other funds holding DMXF
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
IAS
IMA Advisory Services
Denver, Colorado
$1.02B AUM
18.66%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
CCWP
Cedar Cove Wealth Partners
Bloomington, Minnesota
$191M AUM
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
RWP
RWA Wealth Partners
Newton, Massachusetts
$9.14B AUM
16.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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