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Castle Rock Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Castle Rock 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
2021
Q4 		– Sell
-3,447
Closed -$245K – 253
2021
Q3 		$245K Buy
3,447
+535
+18% +$37.2K 0.08% 230
2021
Q2 		$202K Buy
+2,912
New +$198K 0.07% 244
2021
Q1 		– Sell
-3,308
Closed -$215K – 247
2020
Q4 		$215K Buy
+3,308
New +$195K 0.09% 226

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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 $235M AUM 14.29% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Castle Rock Wealth Management's DMXF Position: Q4 2021 in Review

Castle Rock Wealth Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2021, closing a stake of 3,447 shares — an estimated $245K sold.

Castle Rock Wealth Management first reported a position in DMXF in Q4 2020 and held it in 3 quarters. The position peaked at $245K in Q3 2021. 110 funds tracked by Wall St. Rank hold DMXF as of Q4 2021.

  • Castle Rock Wealth Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
  • Castle Rock Wealth Management sold 3,447 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2021, an estimated $245K.
  • Castle Rock Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and held it in 3 quarters.
  • Castle Rock Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $245K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2021.

Based on Castle Rock Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.