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DMXF icon

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

Skyline 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
Q1 		$746K Sell
9,892
-289
-3% -$22.6K 0.26% 56
2025
Q4 		$765K Sell
10,181
-1,081
-10% -$82.5K 0.26% 43
2025
Q3 		$853K Buy
11,262
+195
+2% +$14.5K 0.29% 36
2025
Q2 		$824K Buy
11,067
+28
+0.3% +$1.98K 0.3% 42
2025
Q1 		$743K Sell
11,039
-149
-1% -$10.1K 0.29% 39
2024
Q4 		$723K Sell
11,188
-1,086
-9% -$73.8K 0.28% 38
2024
Q3 		$884K Buy
12,274
+215
+2% +$14.9K 0.36% 32
2024
Q2 		$813K Buy
12,059
+265
+2% +$17.9K 0.35% 31
2024
Q1 		$804K Buy
11,794
+314
+3% +$20.6K 0.36% 30
2023
Q4 		$733K Buy
+11,480
New +$679K 0.35% 30

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
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
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
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