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 Q2	$717K	Sell	18,668 -7	-0%	-$256	﹤0.01%	1939
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 $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors's MIDE Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Xtrackers S&P MidCap 400 ESG ETF (MIDE) stake by 0.04% in Q2 2026, selling an estimated $256 and leaving 18,668 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

CAPTRUST Financial Advisors first reported a position in MIDE in Q2 2022 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold MIDE as of Q2 2026.

CAPTRUST Financial Advisors held 18,668 shares of Xtrackers S&P MidCap 400 ESG ETF worth $717K as of Q2 2026.
CAPTRUST Financial Advisors sold 7 Xtrackers S&P MidCap 400 ESG ETF shares in Q2 2026, an estimated $256.
Xtrackers S&P MidCap 400 ESG ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1939 holding.
CAPTRUST Financial Advisors first reported a position in Xtrackers S&P MidCap 400 ESG ETF in Q2 2022 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held Xtrackers S&P MidCap 400 ESG ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.