TWP
DMXF icon

Tempus Wealth Planning’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Tempus Wealth Planning’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
Q3 		– Sell
-2,965
Closed -$221K – 279
2025
Q2 		$221K Sell
2,965
-718
-19% -$50.8K 0.06% 247
2025
Q1 		$248K Buy
3,683
+384
+12% +$26K 0.07% 222
2024
Q4 		$213K Buy
+3,299
New +$224K 0.07% 230

Other funds holding DMXF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Tempus Wealth Planning's DMXF Position: Q3 2025 in Review

Tempus Wealth Planning sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2025, closing a stake of 2,965 shares — an estimated $221K sold.

Tempus Wealth Planning first reported a position in DMXF in Q4 2024 and held it in 3 quarters. The position peaked at $248K in Q1 2025. 190 funds tracked by Wall St. Rank hold DMXF as of Q3 2025.

  • Tempus Wealth Planning reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 2,965 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2025, an estimated $221K.
  • Tempus Wealth Planning first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and held it in 3 quarters.
  • Tempus Wealth Planning's iShares ESG Advanced MSCI EAFE ETF position peaked at $248K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2025.

Based on Tempus Wealth Planning's 13F filing for Q3 2025, filed 6 Nov 2025.