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West Coast Financial’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

West Coast Financial’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
Q2 		– Sell
-8,622
Closed -$581K – 38
2025
Q1 		$581K Hold
8,622
– – 0.07% 96
2024
Q4 		$557K Buy
+8,622
New +$586K 0.06% 99

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

West Coast Financial's DMXF Position: Q2 2025 in Review

West Coast Financial sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2025, closing a stake of 8,622 shares — an estimated $581K sold.

West Coast Financial first reported a position in DMXF in Q4 2024 and held it in 2 quarters. The position peaked at $581K in Q1 2025. 224 funds tracked by Wall St. Rank hold DMXF as of Q2 2025.

  • West Coast Financial reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 8,622 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2025, an estimated $581K.
  • West Coast Financial first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2024 and held it in 2 quarters.
  • West Coast Financial's iShares ESG Advanced MSCI EAFE ETF position peaked at $581K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.