PFA
DMXF icon

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

Pathway Financial 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
2026
Q2 		$554K Buy
6,587
+653
+11% +$53.4K 0.06% 90
2026
Q1 		$451K Hold
5,934
– – 0.06% 98
2025
Q4 		$460K Buy
5,934
+351
+6% +$26.8K 0.06% 100
2025
Q3 		$423K Buy
5,583
+407
+8% +$30.3K 0.06% 104
2025
Q2 		$385K Sell
5,176
-210
-4% -$14.8K 0.06% 98
2025
Q1 		$363K Hold
5,386
– – 0.07% 115
2024
Q4 		$348K Buy
5,386
+153
+3% +$10.4K 0.08% 114
2024
Q3 		$377K Buy
5,233
+75
+1% +$5.19K 0.1% 104
2024
Q2 		$348K Sell
5,158
-74
-1% -$5K 0.09% 110
2024
Q1 		$356K Sell
5,232
-1,149
-18% -$75.4K 0.1% 109
2023
Q4 		$408K Hold
6,381
– – 0.12% 96
2023
Q3 		$364K Buy
6,381
+346
+6% +$20.7K 0.12% 83
2023
Q2 		$368K Buy
6,035
+148
+3% +$8.96K 0.12% 86
2023
Q1 		$351K Hold
5,887
– – 0.12% 87
2022
Q4 		$319K Sell
5,887
-2,271
-28% -$118K 0.1% 88
2022
Q3 		$380K Buy
8,158
+1,579
+24% +$82.2K 0.13% 75
2022
Q2 		$343K Buy
6,579
+737
+13% +$41.5K 0.14% 80
2022
Q1 		$356K Buy
5,842
+76
+1% +$4.82K 0.13% 88
2021
Q4 		$372K Buy
+5,766
New +$397K 0.13% 84

Other funds holding DMXF

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return