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Allworth Financial’s Xtrackers S&P MidCap 400 ESG ETF MIDE Stock Holding History

Allworth Financial’s Portfolio MIDE Stock Details MIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-152
Closed -$4.57K – 3763
2024
Q1 		$4.57K Buy
+152
New +$4.28K ﹤0.01% 2447

Other funds holding MIDE

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial's MIDE Position: Q2 2024 in Review

Allworth Financial sold out of Xtrackers S&P MidCap 400 ESG ETF (MIDE) in Q2 2024, closing a stake of 152 shares — an estimated $4.57K sold.

Allworth Financial first reported a position in MIDE in Q1 2024 and held it in 1 quarter. The position peaked at $4.57K in Q1 2024. 10 funds tracked by Wall St. Rank hold MIDE as of Q2 2024.

  • Allworth Financial reported no remaining Xtrackers S&P MidCap 400 ESG ETF position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 152 Xtrackers S&P MidCap 400 ESG ETF shares in Q2 2024, an estimated $4.57K.
  • Allworth Financial first reported a position in Xtrackers S&P MidCap 400 ESG ETF in Q1 2024 and held it in 1 quarter.
  • Allworth Financial's Xtrackers S&P MidCap 400 ESG ETF position peaked at $4.57K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Xtrackers S&P MidCap 400 ESG ETF as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.