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Bourgeon Capital Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-480
Closed -$30.7K – 171
2023
Q4 		$30.7K Buy
480
+55
+13% +$3.25K 0.01% 178
2023
Q3 		$24.3K Buy
425
+85
+25% +$5.08K 0.01% 180
2023
Q2 		$20.7K Buy
+340
New +$20.6K ﹤0.01% 210

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
AF
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bourgeon Capital Management's DMXF Position: Q1 2024 in Review

Bourgeon Capital Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2024, closing a stake of 480 shares — an estimated $30.7K sold.

Bourgeon Capital Management first reported a position in DMXF in Q2 2023 and held it in 3 quarters. The position peaked at $30.7K in Q4 2023. 187 funds tracked by Wall St. Rank hold DMXF as of Q1 2024.

  • Bourgeon Capital Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 480 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2024, an estimated $30.7K.
  • Bourgeon Capital Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2023 and held it in 3 quarters.
  • Bourgeon Capital Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $30.7K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.