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

Clearview Wealth 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
2023 Q3	–	Sell	-41	Closed	-$2.5K	–	240
2023 Q2	$2.5K	Sell	41 -144	-78%	-$8.72K	﹤0.01%	503
2023 Q1	$11K	Sell	185 -3	-2%	-$174	0.01%	353
2022 Q4	$10.2K	Sell	188 -255	-58%	-$13.2K	0.01%	328
2022 Q3	$21K	Buy	443 +85	+24%	+$4.42K	0.02%	249
2022 Q2	$19K	Sell	358 -2	-0.6%	-$113	0.01%	282
2022 Q1	$22K	Buy	360 +316	+718%	+$20K	0.01%	288
2021 Q4	$3K	Buy	44 +23	+110%	+$1.58K	﹤0.01%	541
2021 Q3	$1K	Buy	+21	New	+$1.46K	﹤0.01%	615

Other funds holding DMXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearview Wealth Advisors's DMXF Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2023, closing a stake of 41 shares — an estimated $2.5K sold.

Clearview Wealth Advisors first reported a position in DMXF in Q3 2021 and held it in 8 quarters. The position peaked at $22K in Q1 2022. 162 funds tracked by Wall St. Rank hold DMXF as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 41 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2023, an estimated $2.5K.
Clearview Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2021 and held it in 8 quarters.
Clearview Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $22K in Q1 2022.
162 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.