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Adero Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Adero Partners’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
Q1 		– Sell
-4,232
Closed -$230K – 168
2022
Q4 		$230K Hold
4,232
– – 0.03% 144
2022
Q3 		$202K Hold
4,232
– – 0.03% 146
2022
Q2 		$217K Hold
4,232
– – 0.03% 138
2022
Q1 		$258K Hold
4,232
– – 0.04% 138
2021
Q4 		$291K Hold
4,232
– – 0.05% 135
2021
Q3 		$287K Hold
4,232
– – 0.05% 124
2021
Q2 		$287K Hold
4,232
– – 0.07% 113
2021
Q1 		$275K Hold
4,232
– – 0.12% 99
2020
Q4 		$268K Buy
+4,232
New +$249K 0.23% 64

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $12.8B AUM 19.38% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Adero Partners's DMXF Position: Q1 2023 in Review

Adero Partners sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2023, closing a stake of 4,232 shares — an estimated $230K sold.

Adero Partners first reported a position in DMXF in Q4 2020 and held it in 9 quarters. The position peaked at $291K in Q4 2021. 147 funds tracked by Wall St. Rank hold DMXF as of Q1 2023.

  • Adero Partners reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Adero Partners sold 4,232 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2023, an estimated $230K.
  • Adero Partners first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and held it in 9 quarters.
  • Adero Partners's iShares ESG Advanced MSCI EAFE ETF position peaked at $291K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2023.

Based on Adero Partners's 13F filing for Q1 2023, filed 4 May 2023.