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

PSI 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
2025 Q1	–	Sell	-84	Closed	-$5.37K	–	788
2024 Q4	$5.37K	Buy	84 +2	+2%	+$136	﹤0.01%	618
2024 Q3	$5.9K	Hold	82	–	–	﹤0.01%	635
2024 Q2	$5.53K	Buy	82 +1	+1%	+$68	﹤0.01%	626
2024 Q1	$5.5K	Hold	81	–	–	﹤0.01%	577
2023 Q4	$5.16K	Buy	81 +31	+62%	+$1.83K	﹤0.01%	624
2023 Q3	$2.85K	Buy	+50	New	+$2.99K	﹤0.01%	662

Other funds holding DMXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PSI Advisors's DMXF Position: Q1 2025 in Review

PSI Advisors sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 84 shares — an estimated $5.37K sold.

PSI Advisors first reported a position in DMXF in Q3 2023 and held it in 6 quarters. The position peaked at $5.9K in Q3 2024. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

PSI Advisors reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 84 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $5.37K.
PSI Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2023 and held it in 6 quarters.
PSI Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $5.9K in Q3 2024.
212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.