Adroit Compliance’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Adroit Compliance’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	$2.98M	Buy	+46,701	New	+$2.76M	0.62%	21

Other funds holding DMXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adroit Compliance's DMXF Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2023: 46,701 shares worth $2.98M. The stake represents 0.62% of the portfolio and ranks #21 among its holdings.

186 funds tracked by Wall St. Rank hold DMXF as of Q4 2023.

Adroit Compliance held 46,701 shares of iShares ESG Advanced MSCI EAFE ETF worth $2.98M as of Q4 2023.
iShares ESG Advanced MSCI EAFE ETF was a new Adroit Compliance position in Q4 2023.
iShares ESG Advanced MSCI EAFE ETF made up 0.62% of Adroit Compliance's portfolio in Q4 2023, its #21 holding.
186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.