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Baystate Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Baystate Wealth Management’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
-643
Closed -$35K – 1041
2022
Q4 		$35K Buy
+643
New +$33.3K ﹤0.01% 386

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PAS
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RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FTUS
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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

Baystate Wealth Management's DMXF Position: Q1 2023 in Review

Baystate Wealth Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2023, closing a stake of 643 shares — an estimated $35K sold.

Baystate Wealth Management first reported a position in DMXF in Q4 2022 and held it in 1 quarter. The position peaked at $35K in Q4 2022. 147 funds tracked by Wall St. Rank hold DMXF as of Q1 2023.

  • Baystate Wealth Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 643 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2023, an estimated $35K.
  • Baystate Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Baystate Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $35K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.