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Aspire Private Capital’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Aspire Private Capital’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
2024
Q2 		– Sell
-145
Closed -$9.88K – 703
2024
Q1 		$9.88K Buy
145
+4
+3% +$262 ﹤0.01% 403
2023
Q4 		$9.01K Buy
141
+2
+1% +$118 ﹤0.01% 403
2023
Q3 		$7.93K Sell
139
-2
-1% -$120 ﹤0.01% 425
2023
Q2 		$8.59K Hold
141
– – ﹤0.01% 395
2023
Q1 		$8.4K Sell
141
-14
-9% -$812 ﹤0.01% 388
2022
Q4 		$8.41K Buy
+155
New +$8.02K ﹤0.01% 374

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 $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aspire Private Capital's DMXF Position: Q2 2024 in Review

Aspire Private Capital sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2024, closing a stake of 145 shares — an estimated $9.88K sold.

Aspire Private Capital first reported a position in DMXF in Q4 2022 and held it in 6 quarters. The position peaked at $9.88K in Q1 2024. 186 funds tracked by Wall St. Rank hold DMXF as of Q2 2024.

  • Aspire Private Capital reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Aspire Private Capital sold 145 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2024, an estimated $9.88K.
  • Aspire Private Capital first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and held it in 6 quarters.
  • Aspire Private Capital's iShares ESG Advanced MSCI EAFE ETF position peaked at $9.88K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.