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U.S. Capital Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

U.S. Capital 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
-3,607
Closed -$233K – 849
2024
Q4 		$233K Buy
3,607
+531
+17% +$36.1K 0.01% 745
2024
Q3 		$222K Buy
+3,076
New +$213K 0.01% 655

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
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

U.S. Capital Wealth Advisors's DMXF Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 3,607 shares — an estimated $233K sold.

U.S. Capital Wealth Advisors first reported a position in DMXF in Q3 2024 and held it in 2 quarters. The position peaked at $233K in Q4 2024. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

  • U.S. Capital Wealth Advisors reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 3,607 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $233K.
  • U.S. Capital Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and held it in 2 quarters.
  • U.S. Capital Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $233K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.