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

Stratos Wealth 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	-5,455	Closed	-$353K	–	683
2024 Q4	$353K	Buy	5,455 +180	+3%	+$12.2K	0.02%	553
2024 Q3	$380K	Sell	5,275 -900	-15%	-$62.3K	0.02%	559
2024 Q2	$416K	Buy	6,175 +1,136	+23%	+$76.7K	0.02%	514
2024 Q1	$343K	Buy	5,039 +26	+0.5%	+$1.71K	0.02%	533
2023 Q4	$320K	Buy	5,013 +88	+2%	+$5.21K	0.02%	540
2023 Q3	$281K	Sell	4,925 -93	-2%	-$5.56K	0.02%	546
2023 Q2	$306K	Buy	5,018 +54	+1%	+$3.27K	0.02%	507
2023 Q1	$296K	Buy	4,964 +820	+20%	+$47.6K	0.02%	494
2022 Q4	$225K	Buy	+4,144	New	+$214K	0.02%	528

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

Stratos Wealth Advisors's DMXF Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 5,455 shares — an estimated $353K sold.

Stratos Wealth Advisors first reported a position in DMXF in Q4 2022 and held it in 9 quarters. The position peaked at $416K in Q2 2024. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

Stratos Wealth Advisors reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 5,455 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $353K.
Stratos Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and held it in 9 quarters.
Stratos Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $416K in Q2 2024.
212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.