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Edge Capital Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Edge Capital Group’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
Q3 		– Sell
-10,881
Closed -$567K – 354
2022
Q2 		$567K Buy
+10,881
New +$612K 0.05% 180
2022
Q1 		– Sell
-2,977
Closed -$205K – 300
2021
Q4 		$205K Buy
+2,977
New +$205K 0.01% 269

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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Edge Capital Group's DMXF Position: Q3 2022 in Review

Edge Capital Group sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2022, closing a stake of 10,881 shares — an estimated $567K sold.

Edge Capital Group first reported a position in DMXF in Q4 2021 and held it in 2 quarters. The position peaked at $567K in Q2 2022. 114 funds tracked by Wall St. Rank hold DMXF as of Q3 2022.

  • Edge Capital Group reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Edge Capital Group sold 10,881 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2022, an estimated $567K.
  • Edge Capital Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and held it in 2 quarters.
  • Edge Capital Group's iShares ESG Advanced MSCI EAFE ETF position peaked at $567K in Q2 2022.
  • 114 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2022.

Based on Edge Capital Group's 13F filing for Q3 2022, filed 9 Nov 2022.