CA
DMXF icon

Cetera Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Cetera Advisors’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
Q1 		$1.12M Buy
16,471
+8,327
+102% +$546K 0.01% 1106
2023
Q4 		$520K Buy
8,144
+295
+4% +$17.5K 0.01% 1101
2023
Q3 		$448K Buy
7,849
+275
+4% +$16.4K 0.01% 1126
2023
Q2 		$461K Buy
7,574
+795
+12% +$48.2K 0.01% 1103
2023
Q1 		$404K Sell
6,779
-388
-5% -$22.5K 0.01% 1128
2022
Q4 		$389K Buy
+7,167
New +$371K 0.01% 1097

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
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Cetera Advisors's DMXF Position: Q1 2024 in Review

Cetera Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 102% in Q1 2024, buying an estimated $546K and bringing the position to 16,471 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1106.

Cetera Advisors first reported a position in DMXF in Q4 2022 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold DMXF as of Q1 2024.

  • Cetera Advisors held 16,471 shares of iShares ESG Advanced MSCI EAFE ETF worth $1.12M as of Q1 2024.
  • Cetera Advisors bought 8,327 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2024, an estimated $546K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1106 holding.
  • Cetera Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and has held it in 6 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.