Van Hulzen Asset Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Van Hulzen Asset Management’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	-2,373	Closed	-$153K	–	494
2024 Q4	$153K	Buy	+2,373	New	+$161K	0.01%	350
2022 Q1	–	Sell	-4,656	Closed	-$320K	–	316
2021 Q4	$320K	Buy	4,656 +84	+2%	+$5.79K	0.04%	230
2021 Q3	$310K	Buy	4,572 +772	+20%	+$53.7K	0.05%	211
2021 Q2	$257K	Hold	3,800	–	–	0.04%	222
2021 Q1	$247K	Hold	3,800	–	–	0.04%	219
2020 Q4	$240K	Buy	+3,800	New	+$224K	0.04%	238

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

Van Hulzen Asset Management's DMXF Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 2,373 shares — an estimated $153K sold.

Van Hulzen Asset Management first reported a position in DMXF in Q4 2020 and held it in 6 quarters. The position peaked at $320K in Q4 2021. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 2,373 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $153K.
Van Hulzen Asset Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and held it in 6 quarters.
Van Hulzen Asset Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $320K in Q4 2021.
212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.