Wade Financial Advisory’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Wade Financial Advisory’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	$1.41M	Buy	20,865 +440	+2%	+$29.8K	0.48%	31
2024 Q4	$1.32M	Sell	20,425 -525	-3%	-$35.7K	0.45%	32
2024 Q3	$1.51M	Buy	20,950 +3,739	+22%	+$259K	0.51%	30
2024 Q2	$1.16M	Sell	17,211 -131	-0.8%	-$8.85K	0.42%	35
2024 Q1	$1.18M	Sell	17,342 -185	-1%	-$12.1K	0.43%	34
2023 Q4	$1.12M	Buy	17,527 +12	+0.1%	+$710	0.42%	35
2023 Q3	$1,000K	Buy	17,515 +2,060	+13%	+$123K	0.43%	34
2023 Q2	$941K	Hold	15,455	–	–	0.37%	38
2023 Q1	$921K	Hold	15,455	–	–	0.39%	37
2022 Q4	$839K	Buy	15,455 +8,700	+129%	+$450K	0.38%	38
2022 Q3	$315K	Buy	6,755 +1,305	+24%	+$67.9K	0.16%	66
2022 Q2	$284K	Buy	+5,450	New	+$307K	0.13%	65

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

Wade Financial Advisory's DMXF Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 2.2% in Q1 2025, buying an estimated $29.8K and bringing the position to 20,865 shares worth $1.41M. The position accounts for 0.48% of the portfolio, ranked #31.

Wade Financial Advisory first reported a position in DMXF in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.51M in Q3 2024. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

Wade Financial Advisory held 20,865 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.41M as of Q1 2025.
Wade Financial Advisory bought 440 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $29.8K.
iShares ESG Advanced MSCI EAFE ETF made up 0.48% of Wade Financial Advisory's portfolio in Q1 2025, its #31 holding.
Wade Financial Advisory first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2022 and has held it in 12 quarters since.
Wade Financial Advisory's iShares ESG Advanced MSCI EAFE ETF position peaked at $1.51M in Q3 2024.
212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.