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Patriot Financial Group Insurance Agency’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-3,060
Closed -$206K – 542
2025
Q1 		$206K Sell
3,060
-845
-22% -$57.3K 0.03% 449
2024
Q4 		$252K Sell
3,905
-1,350
-26% -$91.8K 0.03% 403
2024
Q3 		$379K Buy
5,255
+149
+3% +$10.3K 0.05% 335
2024
Q2 		$344K Buy
5,106
+124
+2% +$8.37K 0.05% 339
2024
Q1 		$339K Sell
4,982
-294
-6% -$19.3K 0.05% 337
2023
Q4 		$337K Buy
5,276
+8
+0.2% +$473 0.06% 310
2023
Q3 		$301K Sell
5,268
-60
-1% -$3.59K 0.06% 321
2023
Q2 		$325K Buy
5,328
+20
+0.4% +$1.21K 0.06% 322
2023
Q1 		$316K Sell
5,308
-95
-2% -$5.51K 0.06% 323
2022
Q4 		$293K Sell
5,403
-18
-0.3% -$932 0.04% 319
2022
Q3 		$253K Sell
5,421
-161
-3% -$8.38K 0.06% 331
2022
Q2 		$291K Sell
5,582
-475
-8% -$26.7K 0.06% 309
2022
Q1 		$369K Sell
6,057
-664
-10% -$42.1K 0.07% 290
2021
Q4 		$462K Buy
6,721
+456
+7% +$31.4K 0.08% 258
2021
Q3 		$425K Buy
6,265
+356
+6% +$24.8K 0.08% 268
2021
Q2 		$400K Buy
5,909
+1,173
+25% +$79.6K 0.07% 271
2021
Q1 		$307K Buy
4,736
+683
+17% +$44.3K 0.07% 285
2020
Q4 		$256K Buy
+4,053
New +$239K 0.06% 294

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Patriot Financial Group Insurance Agency's DMXF Position: Q2 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2025, closing a stake of 3,060 shares — an estimated $206K sold.

Patriot Financial Group Insurance Agency first reported a position in DMXF in Q4 2020 and held it in 18 quarters. The position peaked at $462K in Q4 2021. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • Patriot Financial Group Insurance Agency reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,060 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $206K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and held it in 18 quarters.
  • Patriot Financial Group Insurance Agency's iShares ESG Advanced MSCI EAFE ETF position peaked at $462K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2025, filed 21 Jul 2025.