WA
DMXF icon

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

WBH 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
Q3 		– Sell
-2,743
Closed -$204K – 346
2025
Q2 		$204K Buy
+2,743
New +$194K 0.02% 328
2025
Q1 		– Sell
-3,962
Closed -$256K – 328
2024
Q4 		$256K Buy
3,962
+371
+10% +$25.2K 0.02% 284
2024
Q3 		$259K Buy
+3,591
New +$249K 0.02% 279

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 $3.77B AUM 15.99% 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

WBH Advisory's DMXF Position: Q3 2025 in Review

WBH Advisory sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2025, closing a stake of 2,743 shares — an estimated $204K sold.

WBH Advisory first reported a position in DMXF in Q3 2024 and held it in 3 quarters. The position peaked at $259K in Q3 2024. 190 funds tracked by Wall St. Rank hold DMXF as of Q3 2025.

  • WBH Advisory reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • WBH Advisory sold 2,743 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2025, an estimated $204K.
  • WBH Advisory first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2024 and held it in 3 quarters.
  • WBH Advisory's iShares ESG Advanced MSCI EAFE ETF position peaked at $259K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2025.

Based on WBH Advisory's 13F filing for Q3 2025, filed 30 Oct 2025.