CAPTRUST Financial Advisors’s Xtrackers S&P MidCap 400 ESG ETF MIDE Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MIDE Stock Details MIDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$627K	Buy	18,675 +104	+0.6%	+$3.59K	﹤0.01%	1887
2025 Q4	$614K	Buy	+18,571	New	+$605K	﹤0.01%	1780
2022 Q3	–	Sell	-500	Closed	-$11K	–	3243
2022 Q2	$11K	Buy	+500	New	+$12.4K	﹤0.01%	3700

Other funds holding MIDE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors's MIDE Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Xtrackers S&P MidCap 400 ESG ETF (MIDE) stake by 0.56% in Q1 2026, buying an estimated $3.59K and bringing the position to 18,675 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

CAPTRUST Financial Advisors first reported a position in MIDE in Q2 2022 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold MIDE as of Q1 2026.

CAPTRUST Financial Advisors held 18,675 shares of Xtrackers S&P MidCap 400 ESG ETF worth $627K as of Q1 2026.
CAPTRUST Financial Advisors bought 104 Xtrackers S&P MidCap 400 ESG ETF shares in Q1 2026, an estimated $3.59K.
Xtrackers S&P MidCap 400 ESG ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1887 holding.
CAPTRUST Financial Advisors first reported a position in Xtrackers S&P MidCap 400 ESG ETF in Q2 2022 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held Xtrackers S&P MidCap 400 ESG ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.