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WrapManager Inc’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

WrapManager Inc’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
-5,006
Closed -$323K – 217
2024
Q4 		$323K Sell
5,006
-570
-10% -$38.8K 0.08% 154
2024
Q3 		$402K Buy
5,576
+8
+0.1% +$554 0.1% 131
2024
Q2 		$375K Buy
5,568
+3
+0.1% +$203 0.1% 152
2024
Q1 		$379K Sell
5,565
-395
-7% -$25.9K 0.11% 166
2023
Q4 		$381K Sell
5,960
-222
-4% -$13.1K 0.11% 168
2023
Q3 		$353K Buy
6,182
+115
+2% +$6.87K 0.11% 167
2023
Q2 		$370K Sell
6,067
-202
-3% -$12.2K 0.11% 173
2023
Q1 		$374K Sell
6,269
-807
-11% -$46.8K 0.11% 189
2022
Q4 		$384K Sell
7,076
-338
-5% -$17.5K 0.12% 171
2022
Q3 		$345K Sell
7,414
-38
-0.5% -$1.98K 0.12% 174
2022
Q2 		$389K Buy
7,452
+224
+3% +$12.6K 0.12% 177
2022
Q1 		$441K Buy
7,228
+70
+1% +$4.44K 0.12% 175
2021
Q4 		$492K Buy
7,158
+282
+4% +$19.4K 0.12% 164
2021
Q3 		$466K Buy
+6,876
New +$478K 0.12% 168

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

WrapManager Inc's DMXF Position: Q1 2025 in Review

WrapManager Inc sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2025, closing a stake of 5,006 shares — an estimated $323K sold.

WrapManager Inc first reported a position in DMXF in Q3 2021 and held it in 14 quarters. The position peaked at $492K in Q4 2021. 212 funds tracked by Wall St. Rank hold DMXF as of Q1 2025.

  • WrapManager Inc reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • WrapManager Inc sold 5,006 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2025, an estimated $323K.
  • WrapManager Inc first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2021 and held it in 14 quarters.
  • WrapManager Inc's iShares ESG Advanced MSCI EAFE ETF position peaked at $492K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2025.

Based on WrapManager Inc's 13F filing for Q1 2025, filed 8 May 2025.