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Tennessee Valley Asset Management Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Tennessee Valley Asset Management Partners’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
-6,375
Closed -$412K – 161
2024
Q4 		$412K Buy
+6,375
New +$433K 0.07% 101
2024
Q1 		– Sell
-400
Closed -$25.6K – 280
2023
Q4 		$25.6K Buy
+400
New +$23.7K ﹤0.01% 310

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SWM
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FTUS
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Tennessee Valley Asset Management Partners's DMXF Position: Q1 2025 in Review

Tennessee Valley Asset Management Partners sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 6,375 shares — an estimated $412K sold.

Tennessee Valley Asset Management Partners first reported a position in DMXF in Q4 2023 and held it in 2 quarters. The position peaked at $412K in Q4 2024. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

  • Tennessee Valley Asset Management Partners reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 6,375 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $412K.
  • Tennessee Valley Asset Management Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and held it in 2 quarters.
  • Tennessee Valley Asset Management Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $412K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2025, filed 18 Apr 2025.