3LCM
DMXF icon

3D/L Capital Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

3D/L Capital 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
2023
Q4 		– Sell
-5,786
Closed -$330K – 26
2023
Q3 		$330K Sell
5,786
-293
-5% -$17.5K 0.11% 67
2023
Q2 		$370K Buy
6,079
+220
+4% +$13.3K 0.11% 69
2023
Q1 		$349K Sell
5,859
-259
-4% -$15K 0.09% 80
2022
Q4 		$332K Sell
6,118
-429
-7% -$22.2K 0.09% 74
2022
Q3 		$305K Buy
6,547
+13
+0.2% +$677 0.09% 73
2022
Q2 		$341K Buy
6,534
+176
+3% +$9.9K 0.1% 71
2022
Q1 		$388K Buy
6,358
+687
+12% +$43.5K 0.1% 85
2021
Q4 		$390K Sell
5,671
-106
-2% -$7.3K 0.09% 89
2021
Q3 		$391K Buy
5,777
+338
+6% +$23.5K 0.09% 84
2021
Q2 		$368K Buy
5,439
+580
+12% +$39.4K 0.09% 87
2021
Q1 		$315K Buy
+4,859
New +$315K 0.08% 89

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
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3D/L Capital Management's DMXF Position: Q4 2023 in Review

3D/L Capital Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2023, closing a stake of 5,786 shares — an estimated $330K sold.

3D/L Capital Management first reported a position in DMXF in Q1 2021 and held it in 11 quarters. The position peaked at $391K in Q3 2021. 186 funds tracked by Wall St. Rank hold DMXF as of Q4 2023.

  • 3D/L Capital Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • 3D/L Capital Management sold 5,786 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2023, an estimated $330K.
  • 3D/L Capital Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and held it in 11 quarters.
  • 3D/L Capital Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $391K in Q3 2021.
  • 186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.