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CFS Investment Advisory Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

CFS Investment Advisory Services’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
2022
Q4 		– Sell
-90,691
Closed -$2K – 158
2022
Q3 		$2K Buy
+90,691
New +$4.72M ﹤0.01% 159
2022
Q2 		– Sell
-76,799
Closed -$1K – 299
2022
Q1 		$1K Buy
+76,799
New +$4.87M ﹤0.01% 332

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

CFS Investment Advisory Services's DMXF Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2022, closing a stake of 90,691 shares — an estimated $2K sold.

CFS Investment Advisory Services first reported a position in DMXF in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 142 funds tracked by Wall St. Rank hold DMXF as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 90,691 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2022, an estimated $2K.
  • CFS Investment Advisory Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $2K in Q3 2022.
  • 142 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.