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Barrett & Company’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Barrett & Company’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
-37
Closed -$2.52K – 602
2024
Q1 		$2.52K Hold
37
– – ﹤0.01% 536
2023
Q4 		$2.36K Hold
37
– – ﹤0.01% 526
2023
Q3 		$2.11K Hold
37
– – ﹤0.01% 543
2023
Q2 		$2.25K Hold
37
– – ﹤0.01% 523
2023
Q1 		$2.21K Hold
37
– – ﹤0.01% 510
2022
Q4 		$2.01K Hold
37
– – ﹤0.01% 517
2022
Q3 		$2.01K Buy
+37
New +$1.93K ﹤0.01% 517

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

Barrett & Company's DMXF Position: Q2 2024 in Review

Barrett & Company sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2024, closing a stake of 37 shares — an estimated $2.52K sold.

Barrett & Company first reported a position in DMXF in Q3 2022 and held it in 7 quarters. The position peaked at $2.52K in Q1 2024. 186 funds tracked by Wall St. Rank hold DMXF as of Q2 2024.

  • Barrett & Company reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Barrett & Company sold 37 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2024, an estimated $2.52K.
  • Barrett & Company first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2022 and held it in 7 quarters.
  • Barrett & Company's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.52K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2024.

Based on Barrett & Company's 13F filing for Q2 2024, filed 25 Jul 2024.