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Cassady Schiller Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Cassady Schiller Wealth 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
Q4 		– Sell
-74
Closed -$5.03K – 1140
2024
Q3 		$5.35K Hold
74
– – ﹤0.01% 346
2024
Q2 		$5.01K Hold
74
– – ﹤0.01% 347
2024
Q1 		$5.06K Hold
74
– – ﹤0.01% 369
2023
Q4 		$4.74K Hold
74
– – ﹤0.01% 362
2023
Q3 		$4.24K Hold
74
– – ﹤0.01% 380
2023
Q2 		$4.52K Hold
74
– – ﹤0.01% 390
2023
Q1 		$4.42K Hold
74
– – ﹤0.01% 367
2022
Q4 		$4.03K Buy
+74
New +$3.83K ﹤0.01% 380
2022
Q1 		– Sell
-433
Closed -$30K – 235
2021
Q4 		$30K Buy
+433
New +$29.8K 0.02% 243

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
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Cassady Schiller Wealth Management's DMXF Position: Q4 2024 in Review

Cassady Schiller Wealth Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2024, closing a stake of 74 shares — an estimated $5.03K sold.

Cassady Schiller Wealth Management first reported a position in DMXF in Q4 2021 and held it in 9 quarters. The position peaked at $30K in Q4 2021. 220 funds tracked by Wall St. Rank hold DMXF as of Q4 2024.

  • Cassady Schiller Wealth Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 74 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2024, an estimated $5.03K.
  • Cassady Schiller Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and held it in 9 quarters.
  • Cassady Schiller Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $30K in Q4 2021.
  • 220 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.