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

Stifel Financial’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	-3,443	Closed	-$222K	–	3472
2024 Q4	$222K	Buy	3,443 +167	+5%	+$11.4K	﹤0.01%	3116
2024 Q3	$236K	Buy	3,276 +4	+0.1%	+$277	﹤0.01%	3075
2024 Q2	$221K	Buy	3,272 +20	+0.6%	+$1.35K	﹤0.01%	3065
2024 Q1	$222K	Buy	+3,252	New	+$213K	﹤0.01%	3053
2023 Q3	–	Sell	-7,250	Closed	-$442K	–	3311
2023 Q2	$442K	Sell	7,250 -55	-0.8%	-$3.33K	﹤0.01%	2596
2023 Q1	$435K	Sell	7,305 -1,187	-14%	-$68.9K	﹤0.01%	2596
2022 Q4	$461K	Buy	+8,492	New	+$440K	﹤0.01%	2520
2022 Q2	–	Sell	-10,374	Closed	-$633K	–	3357
2022 Q1	$633K	Buy	+10,374	New	+$657K	﹤0.01%	2446

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

Stifel Financial's DMXF Position: Q1 2025 in Review

Stifel Financial sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 3,443 shares — an estimated $222K sold.

Stifel Financial first reported a position in DMXF in Q1 2022 and held it in 8 quarters. The position peaked at $633K in Q1 2022. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

Stifel Financial reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Stifel Financial sold 3,443 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $222K.
Stifel Financial first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2022 and held it in 8 quarters.
Stifel Financial's iShares ESG Advanced MSCI EAFE ETF position peaked at $633K in Q1 2022.
212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.