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Principal Securities’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,224
Closed -$92.7K – 1888
2025
Q3 		$92.7K Hold
1,224
– – ﹤0.01% 1629
2025
Q2 		$91.1K Sell
1,224
-126
-9% -$8.91K ﹤0.01% 1585
2025
Q1 		$87.2K Hold
1,350
– – ﹤0.01% 1495
2024
Q4 		$87.2K Hold
1,350
– – ﹤0.01% 1493
2024
Q3 		$97.3K Hold
1,350
– – ﹤0.01% 1412
2024
Q2 		$91K Hold
1,350
– – ﹤0.01% 1372
2024
Q1 		$92K Hold
1,350
– – ﹤0.01% 1306
2023
Q4 		$86.2K Buy
+1,350
New +$79.9K ﹤0.01% 1241

Other funds holding DMXF

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities's DMXF Position: Q4 2025 in Review

Principal Securities sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2025, closing a stake of 1,224 shares — an estimated $92.7K sold.

Principal Securities first reported a position in DMXF in Q4 2023 and held it in 8 quarters. The position peaked at $97.3K in Q3 2024. 194 funds tracked by Wall St. Rank hold DMXF as of Q4 2025.

  • Principal Securities reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,224 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2025, an estimated $92.7K.
  • Principal Securities first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares ESG Advanced MSCI EAFE ETF position peaked at $97.3K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.