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Buck Wealth Strategies’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Buck Wealth Strategies’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
-3,166
Closed -$216K – 81
2024
Q1 		$216K Buy
+3,166
New +$208K 0.07% 77
2023
Q4 		– Sell
-27
Closed -$1.54K – 129
2023
Q3 		$1.54K Buy
+27
New +$1.61K ﹤0.01% 321

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

Buck Wealth Strategies's DMXF Position: Q2 2024 in Review

Buck Wealth Strategies sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2024, closing a stake of 3,166 shares — an estimated $216K sold.

Buck Wealth Strategies first reported a position in DMXF in Q3 2023 and held it in 2 quarters. The position peaked at $216K in Q1 2024. 186 funds tracked by Wall St. Rank hold DMXF as of Q2 2024.

  • Buck Wealth Strategies reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Buck Wealth Strategies sold 3,166 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2024, an estimated $216K.
  • Buck Wealth Strategies first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's iShares ESG Advanced MSCI EAFE ETF position peaked at $216K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2024.

Based on Buck Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.