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Carroll Financial Associates’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$67K Hold
972
– – ﹤0.01% 636
2021
Q3 		$65K Buy
972
+193
+25% +$13.4K ﹤0.01% 665
2021
Q2 		$52K Buy
+779
New +$52.9K ﹤0.01% 799

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FTUS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Carroll Financial Associates's DMXF Position: Q4 2021 in Review

Carroll Financial Associates held its iShares ESG Advanced MSCI EAFE ETF (DMXF) position steady in Q4 2021 at 972 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Carroll Financial Associates first reported a position in DMXF in Q2 2021 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold DMXF as of Q4 2021.

  • Carroll Financial Associates held 972 shares of iShares ESG Advanced MSCI EAFE ETF worth $67K as of Q4 2021.
  • Carroll Financial Associates left its iShares ESG Advanced MSCI EAFE ETF share count unchanged in Q4 2021.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #636 holding.
  • Carroll Financial Associates first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.